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"This is an existential battle. Whoever wields the most intelligence will build the most value" Mike Alfred on why the CapEx keeps climbing and nobody blinks "None of the hyperscalers have blinked. Every single one is increasing their CapEx budget every quarter, every year, for years now, and I...

42,104 views • 11 days ago •via X (Twitter)

15 Comments

The Wolf Of All Streets's profile picture
The Wolf Of All Streets11 days ago

FT @mikealfred

Randy's profile picture
Randy11 days ago

Mike Alfred is someone who makes bad analysis, berate others who dare to opine differently than him, and deletes his post when he's about to be held accountable. He's a clown.

Zelda Warrior's profile picture
Zelda Warrior11 days ago

Mike Alfred is must watch for anyone interested in listening to bad advice from a notorious retail scammer.

Gav's profile picture
Gav11 days ago

I like Mike, he shit posts too much for my liking but hey....great calls!

(Coach K)'s profile picture
(Coach K)11 days ago

Agreed

Dick Johnson Capital's profile picture
Dick Johnson Capital11 days ago

You know you’ve hit rock bottom when you have this grifter on. Wipe his Jizz off your chin.

₿ustin™️'s profile picture
₿ustin™️11 days ago

My two favorite 🐐s. 🤌

Lynor ⛓️'s profile picture
Lynor ⛓️11 days ago

nobody wants to become the next blockbuster

Eric Wallin's profile picture
Eric Wallin11 days ago

I'm not even watching this one

Lynn's profile picture
Lynn11 days ago

100%

Occo's profile picture
Occo11 days ago

building the future now

Abdullah Akram's profile picture
Abdullah Akram11 days ago

CapEx race intensifies

VincentScott's profile picture
VincentScott11 days ago

Yeah, I can see where he’s coming from. In AI, nobody wants to be the company that waited too long.

Mei Yi Xing's profile picture
Mei Yi Xing11 days ago

nobody wants to be the board member who skipped the AI arms race

cryptocompikbro's profile picture
cryptocompikbro11 days ago

Fear of becoming a Harvard case study is lowkey driving the global economy

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