$Maybank Retail Money Market-I Fund (MYU0100A2266.MF)$ このマネーマーケットファンドでお金を失うなんて信じられない

BofA estimates for $アルファベット クラスC (GOOG.US)$ , $メタ・プラットフォームズ (META.US)$ and $アマゾン･ドットコム (AMZN.US)$ '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).
For now, the tech giants' FCF margins are holding up fairly well in spite of surging capex.