$Meta Platforms(META.US) call is live.
Zuck says he will overbuild for the most optimistic case around Superintelligence. That means they will likely spend at a rate faster than Google, Microsoft and Amazon. That’s also how the Street is modeling our Capex for those companies with Meta up around 40% next year, Microsoft up 20%, Google up 13% and Amazon up 10%.Source: Gene Munster
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