Luca Rampin @LucaRampin: "👋 Hello to all my..."

Italy

👋 Hello to all my followers and potential copiers! Thank you for being here and for your trust. Every connection is valuable, and I’m excited to share not only numbers but also the vision behind them. Let’s grow together! 🚀 🚨 Big Tech and the Artificial Intelligence Challenge 🚨 Over the past three years, $MSFT (Microsoft) $GOOGL (Alphabet Inc Class A) and $AMZN (Amazon.com Inc) have invested more than $600 billion in AI infrastructure. By 2026, cumulative spending could reach $1 trillion. This AI race is reshaping their balance sheets: 💸 Cash reserves shrinking: $MSFT dropped from 43% of assets (2020) to 16% (2025). 📉 Free cash flow under pressure: $GOOGL and $AMZN are reporting lower values compared to last year. 🏦 More debt: $META (Meta Platforms Inc) and $ORCL (Oracle Corporation) have already issued multi‑billion bonds to sustain spending. 👉 The Big Tech business model is turning capital‑intensive, similar to semiconductor manufacturing: huge investments, long‑term returns, but also significant risks. 💡 Takeaway: AI is a massive opportunity, but it is transforming Big Tech into companies with different risk profiles. Investors need a new approach to evaluate them and decide whether to ride this wave. 📊 Poll Do you think Big Tech’s massive AI investments will lead to: 1️⃣ Explosive growth in the long run 2️⃣ Excessive risks weighing on balance sheets 🙏 A big thank you to all my followers and copiers for your trust and support! If you haven’t yet, I invite you to start copying my portfolio so we can face these market challenges and opportunities together. 🚀 @LucaRampin

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