Han Akennstau 赤松.
57 posts


They build chip. Thats way diff then cap ex to do ai
Their cap ex is to build fabs and make chip.
Mkt getting stupid here gene.
Gene Munster@munster_gene
$INTC CFO gets asked for more details on 2027 Capex "up significantly in 2027" CFO would not give an exact number, but said they will release it at the start of next year and wanted to give investors "line of sight". My take is it will be up 20% next year. Street currently looking for flat. I expect hyperscalers to grow Capex next year by 40% plus. So yes, it's growing fast, but not as fast as the more aggressive tech companies.
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Just joined the waitlist of @SkylitAI’s v3 for beta testing on Talon x Forge.
Throw a visit to @Glitch_Trades page and check for yourself so you can enter the waitlist too. 🤞🏼

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Han Akennstau 赤松. retweetledi
Han Akennstau 赤松. retweetledi
Han Akennstau 赤松. retweetledi
Han Akennstau 赤松. retweetledi
Han Akennstau 赤松. retweetledi

Transforming my cluttered desk into a calm productivity hub—small changes, big focus wins. What’s your go-to desk hack #WorkFromHome #DeskSetup,

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Han Akennstau 赤松. retweetledi
















