VeggieChicken ⌘
@veggiepoultry
CEO of being unemployed, crypto analyst @alfadao_
ID: 1411579124452237313
04-07-2021 06:54:35
4,4K Tweet
438 Followers
863 Following
AI Capex Subsector | 2024-2030 Big Tech capex is going parabolic -$715B according to The Kobeissi Letter Below is our AI Capex Subsector chart for 2026-2030: • 2026 - Gen 1 optics ( $LITE $COHR), HBM ramp ( $SNDK $TOWA), hyperscaler buildout itself ( $NBIS $CRWV $ORCL). Peaking