amadeoExile86
19.6K posts

amadeoExile86
@JnG2022
🇺🇸Abellana • Husband • Father of 2 • Physical therapist. $TSLA • $MSTR • $BTC • $SOL • $PLTR • $NVDIA • $SOFI • $HIMS • BTC MINERS. Found a new gem $NBIS 🇺🇸








Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.


BREAKING: Kevin Warsh just said it. "AI and Bitcoin will ignite a massive economic boom in America." The man who controls U.S. monetary policy starting May 15. Not a influencer. Not a Bitcoin maximalist. The next Federal Reserve Chair. Putting AI and Bitcoin in the same sentence as economic boom. The most powerful monetary position in the world. Just validated both industries simultaneously. The regime change is complete. Act accordingly.





















