O CAPEX de IA das GRANDES TECNOLOGIAS acabou de superar as expectativas • $MSFT: $120B vs Est. $80B • $AMZN: $118B vs Est. $105B • $META: $100B vs Est. $72B • $GOOGL: $85B vs Est. $75B Extremamente otimista para $NVDA, $AMD, $ORCL, $AVGO, $TSM, $ASML, $ALAB, $MU, $MRVL, $NBIS, $CRWV
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