“The chip maker first in the hyperscaler spending chain keeps capturing a bigger slice of a $725B capex year, while the cloud names carry the depreciation and the conversion doubt.”
“And but financial performance has actually been strong even in sort of legacy areas such as search. Google Search is growing, e-commerce sales. Amazon core business is growing. Enterprise software seats Microsoft 365. We're going to have more news on all of that. And”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.