The most important read from the $META capex guidance is related to $AAPL. Building AI infrastructure takes several years and tens of billions of dollars. When Apple reports their March quarter on May 2nd, it will likely mark the first time they outline expectations for their…

@pugxi @munster_gene Yes…

@pugxi @munster_gene I believe he has the street-high target price for $NVDA of $1500. Seems pretty bullish to me😂

@pugxi @munster_gene maybe buy some $avgo chips too

@pugxi @munster_gene And MRVL, Vertiv, arista, lam research, gasp*super micro 🤣

@pugxi @munster_gene Very positive for Nvidia