Jan. 15 at 5:26 PM
$TSSI What bubble? From X post.
$TSM just said it expects the next three years of capex to be significantly higher than the last three years combined (~
$100B).
The AI factory of the global economy just told you this cycle is nowhere near over.
$DELL just basically said the same thing and that impacts TSS profoundly. The drop from
$20 on a one qtr delay on their new AI facility was a huge over reaction.