Paradis
@ParadisLabs
AI, tech & equities research. No investment advice.
加入 March 2026
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Hyperscaler capex will 2x in 2027 to ~$1.6 trillion (up from ~$800 billion this year) per recent reports.
Demand for AI compute is incredible...even though stocks aren't reflecting it currently.
However, given the widening supply-demand inbalance, bottlenecks like power, memory and optics will deepen.
Ultimately meaning that companies like $BE, $MU, and $LITE will report astounding growth next year.
Share prices are bound to follow upwards.
Time will tell!
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