"We're in this acute phase right now where the big-cap tech stocks, they've been investing in AI now for a year-plus, they've spent a lot of money on CapEx . But they haven't shown results yet. And you tend to see this in all these emerging tech cycles. I think that we still are going to sit in this kind of gap between investment mode and then harvesting mode for maybe another year," Clinton explains.
I think that we still are going to sit in this kind of gap between investment mode and then harvesting mode for maybe another year. I think that companies, you know, these mega cap tech companies as they continue to build out the infrastructure they need, It's good for these players and they're not going to slow down, even though the revenue is not there yet.
So with that set up and with the infrastructure companies that you mentioned reporting versus some of the others, what's the reaction going?I think it actually speaks to the gap that we were talking about earlier. Like the hardware companies, I think it's because we just haven't seen the revenue inflexion yet, So investors are saying, Hey, this sounds great.Show us some revenue and how we should re evaluate our models in the future to re underwrite these companies at a different level.Chipotle Mexican Grill posted second quarter results that topped analyst estimates on both the top and bottom lines. Adjusted earnings of $0.34 per share was better than the expected $0.32. Revenue of $3.
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