By David Moadel
Publication Date: 2026-10-02 19:05:00
A Reddit investor walked away from three of the biggest AI trade names in the market, armed with math showing the economics simply do not add up. Whether his timing was brilliant or costly depends on a gap that Bain…
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Stock traders and investors everywhere: here’s some food for thought. A poster called “u/soukstah” in the r/stocks community on Reddit argued that consumer and enterprise artificial intelligence (AI) spending needs to reach nearly $2 trillion, according to r/stocks community, Reddit. He sold his last shares of NVIDIA Corporation (NASDAQ:NVDA | NVDA Price Prediction), Alphabet Inc. (NASDAQ:GOOGL) and Microsoft Corporation (NASDAQ:MSFT) over that number. The poster credited the Financial Times for the underlying figures.
His own summary captured the mood. “I mean the economics never made sense at these GPU prices, but it’s just getting so ridiculous that even riding the last hours of the party feels wrong.” For anyone who owns NVIDIA, Alphabet or Microsoft shares, the open question is whether being right about that arithmetic says anything about when to sell.
What a $2 Trillion Gap Could Mean
The poster’s math starts with return on invested capital (ROIC). If hyperscalers like Alphabet and Microsoft want their historical 30% ROIC, they need $636 billion annually, according to r/stocks community, Reddit….
