The entire AI trade comes down to one number: $2 trillion
Free cash flow goes negative in 2026 and 2027 while capex runs past $1 trillion.
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Free cash flow goes negative in 2026 and 2027 while capex runs past $1 trillion.
The build comes before… pic.twitter.com/GHZXofbGdc — Kurt S.
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Free cash flow goes negative in 2026 and 2027 while capex runs past $1 trillion. The build comes before… pic.twitter.com/GHZXofbGdc — Kurt S.
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- The build comes before… pic.twitter.com/GHZXofbGdc — Kurt S.
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