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![jonnagap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1311905122193211392.png) Jonnagap [@jonnagap](/creator/twitter/jonnagap) on x XXX followers
Created: 2025-07-23 20:26:10 UTC

Agree. There will come a quarter where they will declare they are going to keep capex flat or cut. Same for the other hyperscalers. As usual, the market will freak out and sell off $NVDA as if AI is over and companies cannot ever slow down their capex temporarily. That’s going to be just as nonsensical as selling off $GOOG due to speed of capex spend.


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jonnagap Avatar Jonnagap @jonnagap on x XXX followers Created: 2025-07-23 20:26:10 UTC

Agree. There will come a quarter where they will declare they are going to keep capex flat or cut. Same for the other hyperscalers. As usual, the market will freak out and sell off $NVDA as if AI is over and companies cannot ever slow down their capex temporarily. That’s going to be just as nonsensical as selling off $GOOG due to speed of capex spend.

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Related Topics freak goog nvda $goog coins ai $nvda stocks technology $googl

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