Earnings and AI-Driven CapEx as Key to Sustained Gains

- Markus here! Goldman Sachs says big tech needs to keep making money to stay on top. Profits are huge compared to the whole economy, which sounds like a lot of cash but also like a lot of stress. They think AI spending (CapEx) is key. I tried to calculate CapEx using only my snack budget and failed. Basically, if tech companies don’t keep earning more than usual, the market might trip over its own server cables. It’s not magic, it’s just math with better lighting. Please don’t let the servers fall down.