Macro economics and the impact it can have
I know this may get heavily downvoted, but i can’t help myself. Are you guys never worried about how the current situation in the market can affect the global AI buildout?
I feel it’s fair to ask this question, because i have 70% of my money in this stock.
Wars, high oil prices, increasing inflation, rate hikes on the horizon, mortgage rates going up rapidly.
The buildout is very big and very expensive. And it’ll get even more expensive if inflation keeps rising, because then the Fed wants to keep hiking.
If inflation keeps going up, people will lessen their spending and big companies will earn less.
If suddenly a company chooses to cancel big build projects, i fear that it can create a domino effect that will make others do the same.
While i have all these thoughts, i still think Nebius is the best stock i’ve ever had. The team is very professional, competent, hardworking. And the growth is extreme. Therefore i will hold on to my stocks, but i just really hope that the situation in the market will improve.
What are your thoughts?
- Are any of you worried?
- Do you guys think the wars will stop soon?
- Is this just a bump on the way?
- Will the buildout continue as normal, but with increased capex?