Technical analysis for shorts & longs Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Technical analysis for shorts & longs

SPY 687.57

+0.7%

Dec 10 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Johnny Canuck who wrote (66399)	10/4/2025 12:52:59 AM
From: Johnny Canuck	Read Replies (1) of 68892

Just to add to the Grok answer on the AI spend, the current spend by consumers to $12 billion. A stat I heard was 20 percent of companies have an AI initiative. So even with 100 percent penetration rate you have a maximum of $60 billion on the consumer side in revenue and an unknow amount on the enterprise (let's say 10 x of consume demand = $600 billion) side of a potentially $1 trillion dollar spend on infrastructure. Of course new novel applications could come along that everyone needs but that is typically few and a fair between as we saw with the evolution of mobile Apps. Eventually you plateau and quickly. Mobile phones have a 120 percent penetration rate in some countries but with the 5G and 6G buildout there are no Apps drawing demand to use up the capacity.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next