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Tomorrow is going to be crazy. Every big CAPEX spender reports at the same time. Based on the data, they will increase CAPEX, once again.

Joseph Carlson

109,887 subscribers

31,748 просмотров • 3 месяцев назад •via X (Twitter)

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$META can’t shake the capex bears. Growth of 33% was better than the whisper of 32%. Guided June to 28% vs. Street at 25%. Investors opted instead to focus on capex growth this year going to 93% growth compared to previous expectations of 73%. I see the concern overblown. Meta has shown they can meaningfully accelerate revenue from capex. March of 25 it was up 16%. This June it will grow 28% plus.

$META can’t shake the capex bears. Growth of 33% was better than the whisper of 32%. Guided June to 28% vs. Street at 25%. Investors opted instead to focus on capex growth this year going to 93% growth compared to previous expectations of 73%. I see the concern overblown. Meta has shown they can meaningfully accelerate revenue from capex. March of 25 it was up 16%. This June it will grow 28% plus.

Gene Munster

53,503 просмотров • 3 месяцев назад

#WATCH | Delhi: When asked about his reaction on private capital expenditure (CAPEX) not coming in and growth is happening only because of Govt CAPEX over the last 3-4 years, Neelkanth Mishra, Executive Director for India at the World Bank Headquarters, says, "In the economy, investment to GDP, as reported by the CSO or the MoSPI, is 32% of GDP. Central government CAPEX is 3.2% of GDP. So the central government is one-tenth of overall CAPEX. Central government CAPEX as a percentage of GDP, in the last three years, has moved by 10 basis points. So you think that all of CAPEX is happening with the centre? Just because it is in the narrative and every media house is based in Delhi, it doesn't mean that the only central government is handling the economy. A large part of CAPEX happens when houses are built. Household CAPEX, capital formation, is where people add a room to their house or a floor to their house. Then someone gets a son who is married, someone, two brothers separate, and they build separate floors. Those are things which are at a population scale substantial for capital formation. Look at what is happening with steel. I mean, the other day I saw this compilation of some 100 million tons of steel capacity being planned in Odisha. That's massive. That is how CAPEX happens... CAPEX has picked up power generation. Corporate credit is starting to pick up. All these narratives that private CAPEX is not happening are like this..."

#WATCH | Delhi: When asked about his reaction on private capital expenditure (CAPEX) not coming in and growth is happening only because of Govt CAPEX over the last 3-4 years, Neelkanth Mishra, Executive Director for India at the World Bank Headquarters, says, "In the economy, investment to GDP, as reported by the CSO or the MoSPI, is 32% of GDP. Central government CAPEX is 3.2% of GDP. So the central government is one-tenth of overall CAPEX. Central government CAPEX as a percentage of GDP, in the last three years, has moved by 10 basis points. So you think that all of CAPEX is happening with the centre? Just because it is in the narrative and every media house is based in Delhi, it doesn't mean that the only central government is handling the economy. A large part of CAPEX happens when houses are built. Household CAPEX, capital formation, is where people add a room to their house or a floor to their house. Then someone gets a son who is married, someone, two brothers separate, and they build separate floors. Those are things which are at a population scale substantial for capital formation. Look at what is happening with steel. I mean, the other day I saw this compilation of some 100 million tons of steel capacity being planned in Odisha. That's massive. That is how CAPEX happens... CAPEX has picked up power generation. Corporate credit is starting to pick up. All these narratives that private CAPEX is not happening are like this..."

ANI

26,742 просмотров • 2 месяцев назад

THIS WAS RIDICULOUS, EARNINGS SLAPPED🛑 We just had THE BIGGEST EARNINGS day in MONTHS... $META & $MSFT were the two more disappointing names that came out with obvious CAPEX increases. Then $AMZN and $GOOGL DESTROYED their reports TOMORROW is going to be INSANE👇

THIS WAS RIDICULOUS, EARNINGS SLAPPED🛑 We just had THE BIGGEST EARNINGS day in MONTHS... $META & $MSFT were the two more disappointing names that came out with obvious CAPEX increases. Then $AMZN and $GOOGL DESTROYED their reports TOMORROW is going to be INSANE👇

JEFE TRADES 🔪

67,871 просмотров • 3 месяцев назад

The AI Bubble Bears want this cycle to be like cycles of the past. And they will mock the whole “this cycle is different” talking point. But I’m just going to say it. This cycle is different. 🚀 $10+ Trillion in cumulative capex by 2030

The AI Bubble Bears want this cycle to be like cycles of the past. And they will mock the whole “this cycle is different” talking point. But I’m just going to say it. This cycle is different. 🚀 $10+ Trillion in cumulative capex by 2030

Daniel Newman

71,796 просмотров • 1 месяц назад

While TSLA shares will likely be down tomorrow, the long term story continues to improve. Elon is all in on capex, FSD adoption is accelerating, Robotaxi is rolling out slowly to prioritize safety before scaling, and the odds of a SpaceX-Tesla merger just inched higher.

While TSLA shares will likely be down tomorrow, the long term story continues to improve. Elon is all in on capex, FSD adoption is accelerating, Robotaxi is rolling out slowly to prioritize safety before scaling, and the odds of a SpaceX-Tesla merger just inched higher.

Gene Munster

70,306 просмотров • 1 месяц назад

Kaja Kallas: If there's going to be a pressure on Ukraine's army that hasn't invaded anybody, the same must apply to Russia’s. Every country Russia has invaded over the past century remains at risk. If Russia's army is big, as it is right now, they will want to use it again. 1/

Kaja Kallas: If there's going to be a pressure on Ukraine's army that hasn't invaded anybody, the same must apply to Russia’s. Every country Russia has invaded over the past century remains at risk. If Russia's army is big, as it is right now, they will want to use it again. 1/

Tymofiy Mylovanov

34,742 просмотров • 8 месяцев назад

The conversation on Islam that we all know is needed, is going to be mainstream in Britain very soon, and about time. Tommy Robinson 🇬🇧 will once again be proved to be ahead of the curve, and everyone will pretend they were the pioneers of the discourse. Bookmark this.

The conversation on Islam that we all know is needed, is going to be mainstream in Britain very soon, and about time. Tommy Robinson 🇬🇧 will once again be proved to be ahead of the curve, and everyone will pretend they were the pioneers of the discourse. Bookmark this.

Rikki Doolan

134,388 просмотров • 1 год назад

Make States builders, not borrowers. My suggestion to the Hon’ble Finance Minister. In Parliament, I flagged two bottlenecks holding back State CAPEX. First, the borrowing cap. States cannot raise more than 3% of state GDP. Second, even when the Centre supports CAPEX, it often comes as a conditional loan. Replace conditional Loans with Grants based on trust. For every ₹1 a State spends on CAPEX, the Centre should match it with a ₹1 grant.This can help States build assets, create jobs and act as a true growth multiplier. Over the next five years, allocate about ₹1.5 lakh crore as CAPEX grants so States can build roads, irrigation, local power infrastructure, drinking water and urban assets without adding debt to State balance sheets. Every rupee spent on CAPEX can add ₹2 to ₹3 to GDP over 3 to 5 years.

Make States builders, not borrowers. My suggestion to the Hon’ble Finance Minister. In Parliament, I flagged two bottlenecks holding back State CAPEX. First, the borrowing cap. States cannot raise more than 3% of state GDP. Second, even when the Centre supports CAPEX, it often comes as a conditional loan. Replace conditional Loans with Grants based on trust. For every ₹1 a State spends on CAPEX, the Centre should match it with a ₹1 grant.This can help States build assets, create jobs and act as a true growth multiplier. Over the next five years, allocate about ₹1.5 lakh crore as CAPEX grants so States can build roads, irrigation, local power infrastructure, drinking water and urban assets without adding debt to State balance sheets. Every rupee spent on CAPEX can add ₹2 to ₹3 to GDP over 3 to 5 years.

Raghav Chadha

53,771 просмотров • 6 месяцев назад

Gene Munster on AI CapEx spend for 2027: "Street is looking for 23% CapEx growth for next year, few weeks ago it was 17%. If we take what CNBC is reporting this year on the $25B raise from Amazon and the recent comments from Google on their capital raise, that probably suggests the numbers are going to be up 37%." $AMZN $GOOGL $MSFT $META

Gene Munster on AI CapEx spend for 2027: "Street is looking for 23% CapEx growth for next year, few weeks ago it was 17%. If we take what CNBC is reporting this year on the $25B raise from Amazon and the recent comments from Google on their capital raise, that probably suggests the numbers are going to be up 37%." $AMZN $GOOGL $MSFT $META

P Equity Research 📰

72,535 просмотров • 1 месяц назад

Arvind Krishna on Masters of Scale: the AI data center math doesn't work. IBM's CEO runs the numbers. 125 GW of committed AI data centers implies $8-12T in capex. That requires roughly $1T in annual profit. Which requires $4T in incremental AI revenue. His words: "I don't see the economics of that at all." Krishna is talking his book - IBM sells the on-premise alternative. But he is an enterprise infrastructure CEO who has deployed AI at scale across 250K+ employees. When he says the hyperscaler capex cycle has no revenue path, that is worth weighing. The bull and bear case on IBM are the same argument: excess capex validates on-premise. IBM's full enterprise ROI breakdown, the $4T revenue gap, and the quantum bet: Source: Masters of Scale -

Arvind Krishna on Masters of Scale: the AI data center math doesn't work. IBM's CEO runs the numbers. 125 GW of committed AI data centers implies $8-12T in capex. That requires roughly $1T in annual profit. Which requires $4T in incremental AI revenue. His words: "I don't see the economics of that at all." Krishna is talking his book - IBM sells the on-premise alternative. But he is an enterprise infrastructure CEO who has deployed AI at scale across 250K+ employees. When he says the hyperscaler capex cycle has no revenue path, that is worth weighing. The bull and bear case on IBM are the same argument: excess capex validates on-premise. IBM's full enterprise ROI breakdown, the $4T revenue gap, and the quantum bet: Source: Masters of Scale -

Podcast Alpha

11,102 просмотров • 2 месяцев назад

.President Donald J. Trump is driving a major CapEx Comeback. Tariffs are bringing manufacturing back to the U.S., and the full expensing in the One Big Beautiful Bill is paving the way for sustained growth. Add in the AI boom, as well as President Trump’s emphasis on deregulation, and we're seeing this record CapEx growth as a result. America is building again, and long-term investment and productivity are the keys to lasting prosperity.

.President Donald J. Trump is driving a major CapEx Comeback. Tariffs are bringing manufacturing back to the U.S., and the full expensing in the One Big Beautiful Bill is paving the way for sustained growth. Add in the AI boom, as well as President Trump’s emphasis on deregulation, and we're seeing this record CapEx growth as a result. America is building again, and long-term investment and productivity are the keys to lasting prosperity.

Treasury Secretary Scott Bessent

148,383 просмотров • 1 год назад

Distinguished Columbia Univ. Prof. Jeff Sachs on Pres. Trump's tariffs: "If something wipes out $10 trillion of Market CapEx in two days, you're probably on the wrong track. The United States is on the path of WRECKING the world economy once again."

Distinguished Columbia Univ. Prof. Jeff Sachs on Pres. Trump's tariffs: "If something wipes out $10 trillion of Market CapEx in two days, you're probably on the wrong track. The United States is on the path of WRECKING the world economy once again."

Steve Hanke

354,608 просмотров • 1 год назад

Former BlackRock fund manager Ed Dowd on the AI bubble "pop" "we're at maximum AI hype right now" "they're [punching] out three IPOs, SpaceX, Anthropic and OpenAI" "a lot of these companies... [are] not going to go away" "[But] OpenAI may go to zero and Anthropic may go to zero, [and] their assets will be bought up for pennies on the dollar" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on May 29, 2026. ----------------Partial transcription of clip--------------- "What it means is eventually all this CapEx spending stops because the credit markets and I suspect— we're at maximum AI hype right now because they're trying to punch out three IPOs, SpaceX, Anthropic and OpenAI. And these guys are not making enough money to justify the amount of CapEx they're doing. "The other thing that I think is going to potentially blow up the AI bubble is they don't have enough power to plug in all this CapEx into. "So they're announcing all this CapEx, they're pre-buying equipment and chips but they can't plug it into the power grid. We just don't have enough power to justify all these data center buildouts. The constraining factor is power. "And look, there's a disconnect. I think Wall Street is less focused on the public outrage that's going on that you can see happening all across the country. People are protesting these data centers. College, students are booing commencement speakers that talk about AI. "There seems to be a very, very large anti AI sentiment going on out there which will muck up the works and slow down the data center buildouts politically. "And if you slow down the capex build out, the valuations of all these companies go a lot lower because they rely on you know, exponential growth and when the growth doesn't show up at these valuations they'll pop... "And look a lot of these companies that are doing the AI, Microsoft, Oracle, Google, they're not going to go away. They'll just cut back their CapEx. They won't go bankrupt but their valuations and their earnings will go lower as they write off all these mal investments. So it's not like a lot of companies are going to go bankrupt. I mean, OpenAI may go to zero and Anthropic may go to zero, but their assets will be bought up for pennies on the dollar."

Former BlackRock fund manager Ed Dowd on the AI bubble "pop" "we're at maximum AI hype right now" "they're [punching] out three IPOs, SpaceX, Anthropic and OpenAI" "a lot of these companies... [are] not going to go away" "[But] OpenAI may go to zero and Anthropic may go to zero, [and] their assets will be bought up for pennies on the dollar" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on May 29, 2026. ----------------Partial transcription of clip--------------- "What it means is eventually all this CapEx spending stops because the credit markets and I suspect— we're at maximum AI hype right now because they're trying to punch out three IPOs, SpaceX, Anthropic and OpenAI. And these guys are not making enough money to justify the amount of CapEx they're doing. "The other thing that I think is going to potentially blow up the AI bubble is they don't have enough power to plug in all this CapEx into. "So they're announcing all this CapEx, they're pre-buying equipment and chips but they can't plug it into the power grid. We just don't have enough power to justify all these data center buildouts. The constraining factor is power. "And look, there's a disconnect. I think Wall Street is less focused on the public outrage that's going on that you can see happening all across the country. People are protesting these data centers. College, students are booing commencement speakers that talk about AI. "There seems to be a very, very large anti AI sentiment going on out there which will muck up the works and slow down the data center buildouts politically. "And if you slow down the capex build out, the valuations of all these companies go a lot lower because they rely on you know, exponential growth and when the growth doesn't show up at these valuations they'll pop... "And look a lot of these companies that are doing the AI, Microsoft, Oracle, Google, they're not going to go away. They'll just cut back their CapEx. They won't go bankrupt but their valuations and their earnings will go lower as they write off all these mal investments. So it's not like a lot of companies are going to go bankrupt. I mean, OpenAI may go to zero and Anthropic may go to zero, but their assets will be bought up for pennies on the dollar."

Sense Receptor

44,740 просмотров • 2 месяцев назад

"Once it's your time, everybody will accept it at the same time. When it is time, the product will convince everybody at the same time." - TG Omori

"Once it's your time, everybody will accept it at the same time. When it is time, the product will convince everybody at the same time." - TG Omori

@𝗼𝗻𝗲𝗷𝗼𝗯𝗹𝗲𝘀𝘀𝗯𝗼𝘆

223,623 просмотров • 7 месяцев назад

1. Based on my assessment, Innscor is nearing the early maturity stage of the corporate lifecycle. If my assumptions are correct, they should begin to reduce capital expenditures shortly and allow the group to recover money from previous heavy investments. Because capex has

1. Based on my assessment, Innscor is nearing the early maturity stage of the corporate lifecycle. If my assumptions are correct, they should begin to reduce capital expenditures shortly and allow the group to recover money from previous heavy investments. Because capex has

Sylvester Mupanduki

20,674 просмотров • 2 лет назад

In Argentina, people have once again taken to the streets against President Javier Milei after he increased the workday from 8 to 12 hours, while wages remained the same. They claim this will increase Argentina's competitiveness: they will work 50 percent more, and the wages will stay the same.

In Argentina, people have once again taken to the streets against President Javier Milei after he increased the workday from 8 to 12 hours, while wages remained the same. They claim this will increase Argentina's competitiveness: they will work 50 percent more, and the wages will stay the same.

Sprinter Press

13,595 просмотров • 6 месяцев назад

Really appreciated Bloomberg having me on again to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs.

Really appreciated Bloomberg having me on again to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs.

Ed Zitron

331,527 просмотров • 25 дней назад

Raptors fans going crazy for this little kid every time the camera pans to him on the big screen.

Raptors fans going crazy for this little kid every time the camera pans to him on the big screen.

Toronto Star Sports

22,106 просмотров • 8 месяцев назад