Serenity
@aleabitoreddit
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AI/Semi Supply Chains Research
NFA DYOR, no paid promos; may trade/hold names disc, views my own.
가입 July 2025
197 팔로잉 중 1M 팬
$GOOGL updates FY 2026 capex guidance:
To $195B-$205B. Up from $180B-$190B.
Google is also expected to significantly increase capex in 2027.
This is perhaps the most bullish read through on upstream semis from a hyperscaler.
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