---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42595902.md"
description: "Software and hardware, capital expenditure parties (Party A) and tool sellers (Party B) have been acting like a seesaw for a long time. Taking $Amazon(AMZN.US)$Alphabet - C(GOOG.US) as examples, they have already paid the price of persistently low stock prices due to capital expenditures.The market is a proof question. Either the giants prove that the capital expenditure is worthwhile and the ROI can be clearly explained; or they need to reduce capital expenditure, proving that the hardware logic is unsustainable.I believe this situation won't last long. The giants will soon prove that the investment can clearly bring high-value returns. As long as this point is proven, it will create a win-win for both the giants and hardware, and the wave of AI will continue to advance. 💪"
datetime: "2026-07-11T10:24:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42595902.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42595902.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42595902.md)
author: "[巴菲Te北京分特](https://longbridge.com/en/profiles/897160.md)"
---

# Software and hardware, capital expenditure parties…


### Related Stocks

- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)

## Comments (13)

- **长桥挺好的 · 2026-07-16T15:09:01.000Z**: We still need to be optimistic. AI will continue to develop over the next 10 years. As long as this trend persists, we can endure everything.
- **你还年轻，三千万不够 · 2026-07-11T14:10:31.000Z · 👍 1**: I think so too, fully believing in the innovation capability of American technology, fully believing that massive capital investment can generate profits and complete this business cycle.
- **韩跑跑的交易员Luka · 2026-07-11T12:02:30.000Z · 👍 2**: Faint, even if it's a win-win, hardware expectations are already maxed out, all long-term agreements.
- **卖卖空调来补仓 · 2026-07-11T11:11:41.000Z · 👍 2**: Just waiting for this month's financial report, it's very important.
  - **巴菲Te北京分特** (2026-07-11T11:13:10.000Z): Yes, as long as the giants can explain it clearly, it's a win-win.
  - **卖卖空调来补仓** (2026-07-11T11:13:42.000Z): Looking forward to it, otherwise it will really hurt to cut the loss...
  - **ʕ•ﻌ•ʔ** (2026-07-11T13:15:30.000Z): Brother Te, I'm now thinking if we can use the time difference to first observe Google's stock price reaction after its earnings report to finalize Amazon's?
- **Doge839 · 2026-07-11T11:03:08.000Z · 👍 1**: Hmm, a win-win is best.
  - **巴菲Te北京分特** (2026-07-11T11:12:38.000Z): Yes
- **长期主义接班人 · 2026-07-11T10:41:03.000Z · 👍 1**: This week, I added more Microsoft and Micron, which lowered the average cost a bit. I was originally waiting for a big drop. Feels like it might not drop anymore.
  - **巴菲Te北京分特** (2026-07-11T10:51:25.000Z): Hmm, okay, okay.
  - **长期主义接班人** (2026-07-11T10:58:52.000Z): There's still a 15% position left, let's see if there's any opportunity.