MSFT worst performance ever, steer clear of this one, it’s already a sinking ship, and the storm hasn’t even hit yet. The glory days of MSFT are long gone. 😄
NVDA looking strong as hyperscalers AI CapEx in 2025 will be 330B vs. 197B in 2024, and this only includes MSFT, GOOG, AMZN, and META. Great for Nvidia with stronger demand for GPUs. Anyone see anything on Tesla’s CapEx plans? Any others?