Apple Gain Hunter$Amazon(AMZN.US)$Alphabet(GOOGL.US) This round of Capex spending seems explosive, but I think the actual increase in capacity is not that much, and storage bears a lot of the blame. If it really triggers dissatisfaction among global investors and the Trump administration, administrative intervention is not ruled out. $Micron Tech(MU.US) If the manufacturers are smart, giving up some benefits to let the bubble continue is a win-win situation.
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