Nikolaos Karamesinis @nikosks: "Big Tech is spending ~$610B..."

Greece

Big Tech is spending ~$610B on CapEx and the market sold off. But this isn’t bad news. Yes, short term this means: • lower free cash flow • fewer buybacks • higher depreciation • weaker EPS So earnings may look softer over the next couple of years. But this spending is mostly AI & cloud infrastructure — the foundation for the next decade of growth. For Amazon, Microsoft, Google, and Meta, CapEx = building moats, not burning cash. $ I see this as investment, not risk. $GOOG (Alphabet) $MSFT (Microsoft) $META (Meta Platforms Inc) $AMZN (Amazon.com Inc)

Not investment advice. The author may have financial interests in the mentioned instruments.