# AI capex — X 热门讨论 (2026-10-08 21:42 UTC)
## @KrisPatel99 (Kris Patel 🇺🇸) · 10-08 20:09 · ♥46 ↻0 💬7 So I guess AI was the real culprit behind the rise in rates... especially since Core is running slightly higher but not like 2022.
AI capex collapse could end up with lower rates... https://t.co/rufmasBQ3T > 引用 @amitisinvesting: I don’t know all the facts about this OpenAI $50B vs $70B ARR story, but what is becoming apparent once again is that this entire semi trade is levered against OpenAI and Anthropic and it is fragile AF. Any narrative on slowing growth and the street loses their mind. https://x.com/KrisPatel99/status/2108288609757622530
## @jeffye888 (Jeffrey Ye) · 10-08 18:34 · ♥35 ↻3 💬3 Kaz @ Silvia Conference - Full Transcript https://x.com/jeffye888/status/2108264789197897872
## @danielisdizzy (Daniel) · 10-08 19:10 · ♥31 ↻0 💬8 $META is looking increasingly like $GOOGL in early 2025.
Back then, Google was getting crushed. Wall Street had completely turned against it.
• Regulators threatened to force it to sell Chrome. • Investors believed Google was losing the AI race, putting its search monopoly at risk.
Then everything changed.
The breakup threat disappeared. Gemini proved Google was an AI frontrunner.
$GOOGL surged 192% from its lows.
Now look at $META.
• The threat of being forced to sell Instagram and WhatsApp is gone. • Wall Street questioned its hundreds of billions in AI capex, convinced those investments wouldn’t pay off. • Muse has completely flipped the narrative, proving Meta belongs among the AI frontrunners.
$META is up just 37% from its recent lows.
Google rallied 192% after a remarkably similar shift in sentiment.
Wall Street underestimated Google. Now it’s making the same mistake with Meta. https://x.com/danielisdizzy/status/2108273743013322987