Kuppy(@hkuppy):Apparently $AMZN forgot to raise capex guidance. Who’s gonna buy all them chips if $GOOG and $META also forgot to raise guidance?? Maybe it’s finally over... 5 years from now we’ll play paintball in old data-centers, just like dead malls…🤣🤣

Kuppy

@hkuppy

CIO of Praetorian Capital. Kuppy’s Korner blog at Tracking Event-Driven strategies at Opinions/not investment advice.

参加 June 2013

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Kuppy@hkuppy

2026.10.29 20:30

Apparently $AMZN forgot to raise capex guidance. Who’s gonna buy all them chips if $GOOG and $META also forgot to raise guidance?? Maybe it’s finally over... 5 years from now we’ll play paintball in old data-centers, just like dead malls…🤣🤣

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