Is AI token spend becoming the new cloud bill?

For semi/storage/MAG7 bulls ONLY - what are your current setups?

r/stocks·1

$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.

r/stocks·4

Anyone familiar with Druckenmiller (billionaire)?

r/stocks·2

Question on Apple's guidance of 14-17% Q2 revenue growth vs 9% Expectations

r/stocks·4

Meta testing stablecoin payouts - potential impact on their business?

r/stocks·5

I was bearish on Google 6 months ago. Q1 2026 changed my mind.

r/stocks·4