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Guess who? The first company to hit $4 trillion market cap!
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ROM-STAR joined discussion · Jun 18 01:35

BofA estimates for $Alphabet-C (GOOG.US)$ , $Meta Platforms ...

BofA estimates for $Alphabet-C(GOOG.US)$ , $Meta Platforms(META.US)$ and $Amazon(AMZN.US)$ 's capex. The 2025/2026 estimates have to be taken with a grain of salt (might be too low if the AI boom doesn't let up), but the numbers drive home how much infra capex is soaring this year (and also, how much it jumped in 2021/2022).
BofA estimates for $Alphabet-C (GOOG.US)$ , $Meta Platforms (META.US)$ and $Amazon (AMZN.US)$ 's capex. The 2025/2026 estimates have to be taken with a grain of...
BofA estimates for $Alphabet-C (GOOG.US)$ , $Meta Platforms (META.US)$ and $Amazon (AMZN.US)$ 's capex. The 2025/2026 estimates have to be taken with a grain of...
For now, the tech giants' FCF margins are holding up fairly well in spite of surging capex.
BofA estimates for $Alphabet-C (GOOG.US)$ , $Meta Platforms (META.US)$ and $Amazon (AMZN.US)$ 's capex. The 2025/2026 estimates have to be taken with a grain of...
BofA estimates for $Alphabet-C (GOOG.US)$ , $Meta Platforms (META.US)$ and $Amazon (AMZN.US)$ 's capex. The 2025/2026 estimates have to be taken with a grain of...
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