![[Silicon Valley’s colossal spending spree] “Everyone thinks it’s going to slow down, where they’re looking for the first company to blink on capex expectations, but this seems just to be the start.”](https://aptuscapitaladvisors.com/wp-content/uploads/2020/10/WSJ-700x675.png)
“Ultimately, Tesla is asking investors to fund an aggressive infrastructure cycle: if its pivot into autonomous fleets and physical AI succeeds, the long-term upside is massive, but any regulatory or technological delays leave the stock vulnerable if judged solely on its core automotive margins”
Tesla Earnings Miss Despite Strong EV Sales; Elon Musk Preaches Robotaxi Caution
“Alphabet (GOOGL) is emerging as an AI leader through stronger cloud growth, despite recent stock weakness brought by investor fears of ramping CapEx”
Navigating AI’s Next Wave After GOOGL & TSLA Raise CapEx
“The recent semiconductor pullback was driven by positioning rather than weakening AI fundamentals, creating a buying opportunity”
Don’t fear volatility; use it to own more stocks and less fixed income: Portfolio manager
“We view an investor receiving cash flow with more favorable tax treatment as constructive RoC”
13 Investment Must Reads for This Week (July 21, 2026) Read Brian Jacob’s full blog: Return of Capital: The Good, the Bad, the Misunderstood