It's no secret that $$英偉達 (NVDA.US)$'s stock price tends to track big tech's capex. A few observations: ▶️The major upward revisions for capex came in 2024, as 2023 was still more about post-COVID normalization and cost-cutting. Some firms ( $AMZN $META) even reduced capex in 2023. - 2025E consensus for the "Big 4" (MSFt, GOOGL, META, AMZN) combined moved from $1670億(Jan 2023) to $1820億(Jan 2024) to $2300億(Oct 2024). - 2024E共識從1600億美元(2023年1月)轉為1700億美元(2024年1月)t...
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