The demand is already there, but the constraint is that the data centers, power, and chips simply don't exist yet to fulfill it. Hyperscalers aren’t simply building blindly in hopes that demand will follow—it’s exactly the opposite! Which stock is most attractive as a result? Market Cap / Backlog 1. $ORCL ~ 0.59 2. $MSFT ~ 5.09 3. $AMZN ~ 5.91 4. $GOOGL ~ 8.50 Oracle was heavily punished by investors due to its debt-funded infrastructure buildout, Microsoft was overlooked, and Alphabet became the market’s favorite after investors realized the company isn’t “dead.” Contrarian investing has historically won out. What does that suggest about the current situation…?
Wedekind ResearchShare
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.