CK Capital
@CKCapitalxx
Investor in defense, space, tech & photonics | Co-Owner @CVresearch_ | Portfolio live on Autopilot | NFA DYOR |
参加 May 2020
528 フォロー中 93.2K ファン
The Ai buildout isn’t stopping anytime soon.
Amazon $AMZN says they expect the company to be FCF negative for the "next couple of years or so."
That implies roughly the following MINIMUM capex by year (Base to Bull Earnings):
2026: $220B
2027: $250B - $290B (Shatters Street)
2028: $315B - $370B (>$100B above Street)
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