---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42180588.md"
description: "The return on the chassis combination this year is okay, but as a DIY enthusiast, the rising cost of hardware has significantly compressed demand, and the DIY market is almost dead. Will cloud providers also have an electronic 🐑 (impotence) day? Because they've lost the desire to buy.$Microsoft(MSFT.US)$Oracle(ORCL.US)$Alphabet - C(GOOG.US)$Amazon(AMZN.US)"
datetime: "2026-06-25T08:05:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42180588.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42180588.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42180588.md)
author: "[Fiin](https://longbridge.com/en/profiles/16692875.md)"
---

# The return on the chassis combination this year is…


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## Comments (7)

- **每天都吃肉 · 2026-06-25T08:19:58.000Z**: The cost of electronics yw is that if you don't continue to increase capex, it will affect valuation. How much of the current valuation is propped up by going all in on AI is obvious to everyone. If everyone is doing it and you're not, then the price will fall.Unless all US tech companies abandon AI
  - **Fiin** (2026-06-25T08:24:59.000Z): Now there's one more factor affecting valuation: when cash flow turns negative, the stock price will also fall. This year, the four major cloud providers have been in a continuous decline.
  - **每天都吃肉** (2026-06-25T08:26:41.000Z): Increasing is about doubting whether it can make money to cover capex, while giving up and reducing is another story.M7 is now being forced to be the blood bag. Who dares to be the first to step onto 
  - **海龍王彼得** (2026-06-25T08:32:12.000Z): Apple actually has also been working on AI, that is, Siri AI, but it can choose not to spend a lot of money on it because it controls the user gateway🤪
- **海龍王彼得 · 2026-06-25T08:19:20.000Z**: It is indeed a risk worth paying attention to. Upstream semiconductor-related companies are making so much money they're numb🤪
  - **Fiin** (2026-06-25T08:26:22.000Z): What should have the greatest impact on Micron's earnings report is the spending on earnings reports and conference calls of the four major cloud providers.