Marco Zarantonello @ZaraBullish: "Forget slowdown… in 2026, Big..."

Italy

Forget slowdown… in 2026, Big Tech is hitting the accelerator on investment! Capex estimates speak for themselves: Amazon approaching $200 billion Google around $180 billion Meta over $120 billion Microsoft roughly $115 billion Well above 2025 levels. How should we read these numbers? This isn’t defensive spending. It’s a full-blown race to build AI infrastructure: data centers, chips, cloud. Whoever invests the most today is trying to lock in tomorrow’s leadership. In the short term, the market may raise an eyebrow at the pressure on margins. But over the medium term, capex is a statement of intent. Whoever controls computing capacity controls the ecosystem. This isn’t a phase of restraint, it’s a phase of conquest. And those who fall behind now may never catch up. 💬 In your view, will these investments become a value multiplier or a drag on balance sheets? $GOOG (Alphabet) $MSFT (Microsoft) $AMZN (Amazon.com Inc) $META (Meta Platforms Inc) $TSLA (Tesla Motors, Inc.) $AAPL (Apple)