---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42861202.md"
description: "The analytical ability is just average. If a market crash begins due to tightened capital expenditures, it definitely won't start after confirmation from big tech earnings calls; the industry chain will show signs first.Focusing solely on capital expenditure is incorrect. If capex is too high and Google's own business lacks sufficient cash generation capability, it is also bearish for the industry narrative. One should look at how cloud revenue growth improves cash flow, and only then consider the capex guidance."
datetime: "2026-07-22T15:43:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42861202.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42861202.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42861202.md)
author: "[龙宝](https://longbridge.com/en/profiles/12192969.md)"
---

# The analytical ability is just average. If a marke…


### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)