Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $Alphabet(GOOGL.US) / $Meta Platforms(META.US) / MSFT / $Amazon(AMZN.US) from 2025 to 2030.Revised up from $4.5T from Q1 earnings.“Aggregate capex est. $7.6 trillion between 2026 and 2031.”And it flows upward to these tiny chokepoints like $SIVE for CPO lasers/ $SOI for Silicon Photonics substrates. Leaderdrive/Harmonic for Humanoids components. And so on…Ai names don’t move in a straight line up, but is just the beginning of the next Industrial Revolution as we move from R&D/compute buildout into commercialization from Agents -> Physical AI -> discovery.
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