As cloud giants rally intraday, $AMZN jumped alongside$GOOGL CapEx hikes! Markets reward high cloud growth: GCP +82%, Azure +43%, AWS +37%. Expanding margins with rising CapEx proves scaling efficiency a CapEx cut would actually be bearish! AI CapEx surge: High efficiency moat or bubble?
390 views
0 Comments
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
