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BIG TECH AI CAPEX BLÅSTE NETTOPP FORBI FORVENTNINGENE
• $MSFT: 120 milliarder dollar mot estimert 80 milliarder dollar
• $AMZN : 118 milliarder dollar mot estimert 105 milliarder dollar
• $META: 100 milliarder dollar mot estimert 72 milliarder dollar
• $GOOGL: 85 milliarder dollar mot estimert 75 milliarder dollar
Så jævla bullish for $NVDA, $AMD, $ORCL, $AVGO, $TSM, $ASML, $ALAB, $MU, $MRVL
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