Nvidia 150 Billion Capex Reshapes the AI Trade

Nvidia's announcement of $150 billion in capital expenditures over the next three years has sent ripples through the AI trade. Lucas and Luna break down what this massive capex means for Nvidia's customers, its competitors, and the broader market. They discuss how the spending spree could reshape supply chains, impact earnings per share, and signal a shift in the AI infrastructure buildout. With the NASDAQ up 2.3% over the past week but Nvidia down 2.6%, the hosts explore whether this is a buying opportunity or a warning sign. Plus, they connect the dots to recent insider trading charges at Google and the rise of prediction markets. #Nvidia #Capex #AI #Semiconductors #ArtificialIntelligence #StockMarket #Earnings #SupplyChain #InsiderTrading #Google #Polymarket #NASDAQ #TechStocks #Investing #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo