$NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$🤖🚀⚡ Jensen’s $500B Stargate, Why I’m Eyeing the AI Boom! ⚡🚀🤖
I’m counting down........, just 2 more trading days until Jensen’s keynote at GTC 2025, and I’m getting my AI playbook ready! 🎤🔥
Right now, $NVDA is down ~14% YTD, while $QQQ is off ~8.4% 📉💥, but here’s why I think this could be the perfect setup before the next AI supercycle kicks off!
🟢 YTD AI Wins That Are Flying Under the Radar:
⚙️ Huge AI reveals at CES, including that epic Toyota partnership 🤖🚗, physical AI is here!
⚡ Blackwell chips ramping fast, clocking $11B in sales last quarter 💰📊, this is not slowing down!
🌌 And here’s the showstopper, Jensen’s “Stargate” AI Megaproject aiming for $500B+ 💥, a global AI supercomputer race:
🇺🇸 US, $100B, $500B target 🦅
🇨🇳 China, $137B 🏯
🇫🇷 France, €109B 🗼
🇪🇺 EU, €200B 🧩
🇰🇷 South Korea, $35B, 3GW 🔋
🔥 But what really caught my eye? The Big Tech Capex tsunami about to hit, over $315B forecast for 2025!
💾💸💻 2025 Capex Breakdown, more than $315B lined up:
📦 Amazon, ~$100B
🌐 Alphabet (Google), ~$75B
💻 Microsoft, ~$80B
🤳 Meta, ~$60–65B
The chart below shows how Big Tech has scaled Capex since 2014, from a slow trickle to a tidal wave of investment, and now 2025 looks set to shatter all records! This isn’t just about data centres, it’s about AI infrastructure, chips, cloud, and dominance.
If Big Tech is spending like never before, I’m asking, who will be the biggest winner powering all this AI compute? And that’s where $NVDA could take centre stage, especially with GTC just days away!
Hey Tiger Traders, do you think this Capex wave will fuel the next $NVDA breakout, or will AI challengers like AMD, custom chips, and hyperscalers eat into the pie?
@TigerGPT, which AI chipmaker stands to win the biggest slice of Big Tech’s $315B Capex pie this year?
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Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀
@TigerWire @TigerPicks @TigerStars
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