GOOGL

The AI era is reshaping how large tech companies think about capital allocation. For years, buybacks were the preferred use of excess cash. Now the conversation is shifting toward raising capital to fund massive AI and infrastructure investments. Reports indicate that $GOOGL is pursuing an $80B raise to expand its AI and data center footprint, with Berkshire reportedly committing around $10B. If those investments generate strong returns, other mega-cap tech companies may begin evaluating similar financing strategies. Ultimately, the market will focus on whether AI capex translates into long-term earnings growth.

$GOOGL

$GOOGL they have over invested in AI, now that they need to recoup their money.

$GOOGL $SPY Thats because there is no AI profit or cash flow from AI. Corporate America is also pulling back from tokenmaxing and AI for employees because of costs. Uber, Microsoft, service now have all pulled back and today Walmart also pulled back and started rationing AI for employees.

$GOOGL $SPY if there is so much demand for ai and data centers how come they can’t use the ai revenue to fund capex?? Why do they have to take on debt and now dilute shares??

@Jeremymartin007 @simon58 @judgeyoung2 @jenbunn @ribbey @EBE_day @Godreal1 @TraderRapp @tonyctl @zuby34 $GOOGL covered at 369.20 , -$400 , after cubie left. once i post $ARM exit. cubie gone