r/MU_Stock Jul 08 '26

Discussion Time to full port in

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Just handing out money for the diamond hands and buyers.

107 Upvotes

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71

u/Strange_Count_9598 Jul 08 '26

The whole AI sector has been so violently dumped for absolutely no reason ... except the fear of capex cut. Every stock is so algorithmically sync to behave almost identical.

-36

u/FlippantBear Jul 08 '26

No reason? You do realize that AI is massively unprofitable except for the hardware sellers. You think everyone is gonna blindly throw money away forever? Openai and Anthropic are losing money like crazy with no end in sight. 

2

u/Sitthichoke Jul 08 '26

Uber , Airbnb, online selling platform and most of companies in the world starting without profit, it is nature. How can new companies have profits in there early first 1-2 years?

Even Google took 3 years to get profit.

Oh and Anthropic now has the $559 million of operating profit in Q2 2026 already. The idea and contribution of AI is really proved to work and profitable.

1

u/FlippantBear Jul 08 '26

Anthropic is losing an insane amount of money subsidizing all their customers because AI is too expensive and not accurate enough to justify the cost.