Feb. 7 at 5:53 PM
Hyperscaler CapEx Surge Incoming
Hyperscalers are projecting +60% capex in 2026 vs 2025, and it will hit free cash flow hard:
If this is helpful to you, tap @NasdaqKnight
•
$AMZN → FCF: ‑
$17B to ‑
$28B
•
$GOOGL → FCF:
$73B →
$8B
•
$META → FCF: ‑90%, likely negative through 2028
If
$ORCL got crushed for being FCF negative (~‑60% valuation), why shouldn’t the same apply here?
⚡ 2026 looks like a prime opportunity to buy tech giants at depressed levels if you can stomach the cash burn.