08/17/2026
Nvidia. AMD. Nebius. Three tickers taking over the financial headlines this week, and here is the
strange part: AI “token” costs are falling fast (some prices down 75 to 80 percent this year), yet the
big tech companies keep raising how much they plan to spend on AI infrastructure. Amazon just
bumped its spending guidance to 220 billion dollars. Meta spent up to 145 billion. Economists have
seen this pattern before: cheaper access can drive more spending, not less.
Here is why it matters even if you have never bought a tech stock: if you have a 401k in an index
fund, you probably already own a piece of this story. Worth knowing what is actually in your account.
New post is up, link below.
Three tickers have taken over my group texts this week. NVDA. AMD. NBIS. If none of those mean anything to you yet, stick with me, because there is a decent chance you already own a piece of at least one of them, even if you have never bought a share