Andrius Meskonis @GrizzlyDevil: "AI revenue rising fast. AI..."

Lithuania

AI revenue rising fast. AI spending rising faster. That’s the setup. Amazon AI + cloud growth: steady double digits Alphabet AI-driven ad recovery: re-accelerating But total capex across hyperscalers: still expanding aggressively So the question isn’t "is AI growing?" It’s "is it paying for itself yet?" My position check: Unless returns start matching investment pace, I don’t increase exposure. No signal = no action. CTA: Which side are you on? A) Wait for proof in earnings B) Buy into the build phase early $MSFT (Microsoft) $GOOG (Alphabet) $META (Meta Platforms Inc) $AMZN (Amazon.com Inc) EXP H16 P14

Not investment advice. The author may have financial interests in the mentioned instruments.