hyperscaler capex · X 热门 · 2026-10-01 08:15 UTC

# hyperscaler capex — X 热门讨论 (2026-10-01 08:15 UTC)

## @caprioleio (Charles Edwards) · 09-29 23:58 · ♥42 ↻3 💬12 Memory prices ATH. Chip Exports ATH. Korea up 25% in last 3m alone.

I expect Micron earnings will see a major reprice up tomorrow. As well as AI supply chain in general soon.

All demand pointing up and at growth rates higher than anyone expected. This needs a major blow to reverse course (eg Hyperscaler AI CAPEX cuts) which are currently not on the horizon.

Why is Burry still short? https://x.com/caprioleio/status/2105084793621033106