Stock Snipa
@stocksnipa
Options Trader & Growth Investor
Advanced Market Research
(Not Financial Advice)
가입 August 2021
341 팔로잉 중 44.5K 팬
AI Spending has gone from $79B to $420B within a single year
The industry won’t break even until 2033
The deficit is expected to peak at $4.2T in 2033 & will finally overtake incurred revenue at 12% ROIC
$NVDA $AMZN $GOOGL $MSFT $CRWV
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Cloud Capex next year is expected to outpace the last 6 years at $1.5T
Neoclouds are now projected to outspend Amazon and become the largest slice of the stack
$AMZN $GOOGL $META $MSFT $IREN $NBIS $CRWV
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