$Meta Platforms (META.US)$ , $Alphabet-A (GOOGL.US)$ & $Micr...
$Meta Platforms(META.US$ , $Alphabet-A(GOOGL.US$ & $Microsoft(MSFT.US$ have confirmed that their AI capex will be reaccelerating over the next year.
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $NVIDIA(NVDA.US$ , $Super Micro Computer(SMCI.US$ , $Micron Technology(MU.US$ , $Broadcom(AVGO.US$ , $Advanced Micro Devices(AMD.US$ & $Marvell Technology(MRVL.US$ 🤩
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