> Anthropic has committed 518 billion to compute. Tesla just lined up 30 billion in credit facilities. Nvidia authorised 235 billion of buybacks.
> Apple announced nothing this week.
> That is either capital discipline or absence, and the market has stopped giving it the benefit of the doubt. AAPL closed 329.40, down 2.7 percent on Tuesday.
Note: holding, no adds. Would start adding again if capex guidance actually shows up at the next earnings call.
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