Gene Munster
2025.10.29 21:11

Good news for $NVIDIA(NVDA.US).

Street is looking for $Meta Platforms(META.US) to increase capex next year by 40%. My guess is it will be up 60%.

They will give more detailed guide for next year in three months. All they said was it would be will be "an aggressive and significant" increase.

Source: Gene Munster

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