---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42219157.md"
description: "Many people study financial reports, many people study profits. But over the past few years, I've become increasingly convinced of one thing —A company's profit is often the endpoint of another company's capital expenditure.So I research AI infrastructure, not because it's the sexiest, but because I want to know: where exactly is the money flowing in the AI era.$Micron Tech(MU.US)$NVIDIA(NVDA.US)$XL2CSOPHYNIX(07709.HK)"
datetime: "2026-06-26T01:38:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42219157.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42219157.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42219157.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# Many people study financial reports, many people s…


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## Comments (9)

- **五叶神 · 2026-06-26T18:40:41.000Z**: Why did you put it so bluntly?
  - **熊猫校长Ming** (2026-06-26T23:53:21.000Z): Why not?🙂🤔
- **Randy_ · 2026-06-26T02:09:52.000Z**: Typical market noise
- **老巴接班人 · 2026-06-26T01:51:55.000Z · 👍 1**: All that nonsense, isn't it obvious where it's flowing? And then?
  - **熊猫校长Ming** (2026-06-26T01:58:51.000Z): Everyone has different focuses when reading articles. We welcome more specific suggestions for improvement.
- **南柯天天梦 · 2026-06-26T01:47:48.000Z · 👍 1**: Just talking nonsense, if no one spends money, no one earns money.