$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$
What if capex continues? Now Alphabet is at $80B? If they keep spending at this pace, hitting 300 on SOXL would be easier, 600 is possible (not today).
Alphabet can see Anthropic and OpenAI climbing and ready to heat up the competition.
Do we have enough water and energy (URA) for these giants and the infrastructure? Manufacturing (DUSL) will explode higher.
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