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AI Data-Center Hardware After the Capex Scare
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Amazon said AWS grew 39.3% and laid out a roughly $220 billion capex path, so demand for the hardware that fills data centers still looks real, even though the stock sold off. The Nasdaq drawdown has pushed the companies that supply servers, networking, memory, optics and cooling well below their highs. Traders are rotating within AI hardware rather than leaving it, and AMD reports this week as the next read on demand.
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Amazon said AWS grew 39.3% and laid out a roughly $220 billion capex path, so demand for the hardware that fills data centers still looks real, even though the stock sold off. The Nasdaq drawdown has pushed the companies that supply servers, networking, memory, optics and cooling well below their highs. Traders are rotating within AI hardware rather than leaving it, and AMD reports this week as the next read on demand. Catalysts: - 2026-10-30 AWS grows 39.3% but Amazon shares sink on $220 billion capex path (https://shattered.io/amazon-aws-39-3-percent-growth-220-billion-capex-shares-sink-2026/) - 2026-10-30 Nvidia selloff puts AI hardware leaders back on watch (https://simplywall.st/stocks/us/semiconductors/nasdaq-txn/texas-instruments/news/nvidia-stock-selloff-puts-ai-hardware-leaders-back-on-watch) - 2026-10-31 Week of Nov. 2 earnings cluster: Apple, Palantir, AMD (https://www.facebook.com/EarningsWhispers/posts/the-most-anticipated-earnings-releases-for-the-week-of-november-2-2026-are-apple/1556235276542524/) Launch basket (equal weight): VRT, CRDO, ALAB, ANET, DELL, SMCI, LITE, SKHY, AMD Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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