Jun. 23 at 2:46 AM
$META $GOOGL $AMZN $MSFT — is Kalsi taking bets on which hyperscaler is going to blink first on capex?
My money is on
$META. The min Zuck stop trying to be Elon Musk or Steve Jobs and start focusing on profit from his existing moats and say capex growth might slowdown soon, stocks goes up 10-20% in single day.