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BIG TECH AI CAPEX JUST BLEW PAST EXPECTATIONS
• $MSFT: $120B vs Est. $80B
• $AMZN : $118B vs Est. $105B
• $META: $100B vs Est. $72B
• $GOOGL: $85B vs Est. $75B
So freaking bullish for $NVDA, $AMD, $ORCL, $AVGO, $TSM, $ASML, $ALAB, $MU, $MRVL
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