MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Not affiliated with any brand
Joined January 2022
59 Following 27.3K Followers
Hyperscalers Capex-to-OCF ratio is heading toward 140% by 2027E (UBS upside case)
The AI spending cycle is getting very expensive.
$GOOGL $MSFT $META $AMZN $ORCL
