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MEMORY COULD EAT 68% OF AI CAPEX NEXT YEAR.\nHere’s what that actually means!\n\n#stocks #stockmarket #
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💸🧐🚨Endeudarte no siempre significa perder valor. Si utilizas deuda para comprar un activo productivo, crece tu pasivo, pero también crece tu activo. CAPEX construye capacidad. OPEX sostiene la operación. La rentabilidad genera utilidad. Y la utilidad retenida construye capital. Por eso, un negocio no se entiende viendo únicamente cuánto debe. Activo − Pasivo = Capital contable. Y si mes a mes el negocio genera utilidades y las reinvierte, ese capital puede seguir creciendo.
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