There are two signals the mark

There are two signals the market might still be underestimating.

Reportedly, $Meta Platforms, Inc.(META)$ is exploring large-scale financing options to support AI CapEx that could reach around $145B.

$Alphabet(GOOGL)$ has already raised significant capital (~$85B) to fund AI expansion, with strong demand.

The key shift is that AI spending is no longer funded only by cash flow.

Big tech is now willing to use debt, equity, and balance sheet expansion to stay competitive.

This reflects a structural change: AI isn't optional; it's driven by survival.

That's why pullbacks in AI infrastructure names might be more sentiment-driven than demand-driven.

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