Explore the latest developments concerning QQQ: The AI.
QQQ: The AI Business Model Is Likely Collapsing
The Nasdaq 100 Invesco (QQQ) Trust ETF is one giant bet on the AI theme, where the top 9 holdings account for 47% of the index, and these stocks include the hyperscalers Microsoft (
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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SMH: The AI Capex Sustainability Gauge Crashes (NASDAQ:SMH)
The Silicon Data LLM Token Expenditures Index has been falling sharply over the last few weeks, and this index is known as the AI CapEx sustainability gauge. The implication is that the AI
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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