The street is buying the hype, swallowing that 106 percent growth like it is gospel truth. But look at the numbers, GAAP or not, it is all just noise until someone proves these AI workloads actually generate real profit instead of just inflating valuation multiples. I need a new job. They are returning billions to shareholders, which is just a fancy way of saying they have run out of ways to spend the cash they pulled from the market. If this is the peak, we are all holding the bag. It is funny how they ignore the geopolitical mess, pretending the U.S. demand can sustain this forever. My cat is judging me. If the infrastructure buildout stalls, the whole house of cards—wait, can't use that—the whole precarious tower falls.
@stockwatchdaily
August 27, 2026 4.9K
