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Meta: The market is afraid of expensive AI. I see a company that could dominate the next era of the internet $META

When it comes to Meta today, many investors are mainly focused on one thing:

Huge AI spending.

And honestly, it’s not surprising. Meta expects its capital expenditures in 2026 to be roughly 125 to 145 billion USD. That’s a staggering number and the market naturally...
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So just keep investing based on the “what if”...

I go by the numbers, and they show that Meta makes money very easily but just as easily throws it away — and not only on the metaverse mentioned above. What I mean is, you might be right or you might be wrong; you could even place a bet on it at a bookmaker.
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Super Micro $SMCI jumped 8% after presenting a new datacenter blueprint at ISC 2026 built on the NVIDIA Vera Rubin NVL4 platform — a complete solution with up to 1,152 GPUs and 576 CPUs in a single liquid-cooled unit. It's technically impressive and nicely illustrates where SMCI sits: it's the company that takes Nvidia chips and packages them into turnkey, fully liquid-cooled...
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Accenture $ACN reported its quarterly results this week, and it looks like another warning for the consulting sector.

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It's funny that it was in almost every buy recommendation I've read or heard in the past month. That reinforces my conviction not to buy shares of companies whose price has been falling for a long time, especially when those recommending them can't convincingly document why the price is falling, citing market sentiment while still treating the company as if it were as high quality as when its shares were much higher. There's also the popular folklore of buying the stock of anything that used to be a quality company and has fallen, refusing to admit it may no longer be a quality company and that there are reasons why the price dropped.
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U.S. authorities are pressing ASML over suspicions that one of its most advanced EUV lithography machines may have made its way to China in violation of export controls.

ASML $ASML vehemently denies this — it says it has never delivered an EUV machine to China, that none are located there, and there are even documents circulating in Washington purportedly to prove that. We don't...
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