Andy Cross

speaker

412 appearances 5 recordings 1 series first heard Oct 2025 last heard 10 Jul

Andy Cross’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.

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Motley Fool Hidden Gems Investing · How We Invest In a Falling Market · 27 Mar 2026 podcast

Yes.

And we had just re-recommended Amazon recently.

We had this conversation among the team.

Amazon's going to spend billions, hundreds of billions of dollars on CapEx this year.

What happens if they came out and said, hey, we're not going to spend quite as much?

How would the market react?

Would they be positive because it's going to benefit their free cash flow?

Or negative and say, gosh, they're not spending enough to be competitive in the AI race against the likes of OpenAI and Google and Microsoft and Meta who are spending equally hundreds of billions total.

So there is this thinking of the market and the market doesn't quite know what to make of these numbers anymore.

Travis, and it gets to our earlier conversation.

They're saying, hey, great.

Investors are, I think, thinking, hey, it was a great run, but now these dollars are getting so high.

I made a lot of money in these stocks and I want to pivot and look at other parts of the market.

I think the market would react positively to that.

I think that's right, Travis.

I mean, these are some of the greatest companies ever created in the world.

So I think their chances of them making and doing well with these kinds of investments is spot on.

It's just that right now the market is just not rewarding that.

That is... Is it 2001?

2008.

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