QQQ’s Trillion-Dollar Question: Is the AI Spending Spree Sustainable?
By Marcus Osei · 6 min read
AI
The mood in Menlo Park and Redmond has shifted.
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But the invoice has arrived.
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When we look at the QQQ, we aren’t just looking at a basket of tech stocks.
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It’s a feedback loop.
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I spoke to a hedge fund manager in Manhattan last week who put it bluntly: "We’re tired of hearing about 'future potential.' We want to see the SaaS margins." He isn't alone.