# AI capex — X 热门讨论 (2026-10-01 20:15 UTC)
## @DyamondBre (Andrew Collins | Tech & AI) · 10-01 18:48 · ♥59 ↻3 💬2 $MRVL is trading at a demanding valuation. Depending on the data provider and earnings convention, its trailing GAAP P/E is currently in roughly the high-80s or above. That leaves limited room for execution misses.
The premium rests on a data-center business that now represents most of revenue, repeated increases to the fiscal 2027 and 2028 outlook, and a stronger custom-silicon ramp expected in the second half of fiscal 2027. The valuation can compress as earnings grow, but the stock already reflects a meaningful portion of that progress. Any slowdown in AI CapEx, delayed customer ramps or weaker margin conversion would make the multiple much harder to defend. $INTC $COHR https://x.com/DyamondBre/status/2105731590458319236
## @Venu_7_ (Venu) · 10-01 19:34 · ♥41 ↻5 💬11 It’s time for Nvidia to remind the market why $NVDA is the King. 👑
$NVDA spent months building this monster cup while AI CapEx kept accelerating.
Don’t fade the King. https://t.co/1pOlOjkAUz > 引用 @Venu_7_: Double bottom. 200-day moving average defended. AI CapEx still accelerating.
...and you're still bearish on $NVDA? 👀 https://t.co/A4YXX4eLW0 https://x.com/Venu_7_/status/2105743271268122892
## @Pharmdca (Pharmdca) · 10-01 14:40 · ♥34 ↻1 💬8 $AMZN added 2028 Leaps, long‑dated, conviction‑driven, and aimed at the same kind of structural setup that made $MSFT and $META worked for my portfolio. No short-term options. I'm not betting on next quarter but a more disciplined bet with enough time for this to play out. AWS is entering a multi-year AI Capex Supercycle. When AWS accelerates, equity rerates. https://x.com/Pharmdca/status/2105669242926596531