$TSLA
🚨 Google guiding $175–$185B, Meta $115–$135B, Amazon around $200B, Tesla and Microsoft each throwing in tens of billions 🤔
We’re staring at well over half a trillion dollars of AI infrastructure spend in a single fiscal year
That’s nation‑state scale reindustrialization wrapped in 10‑Ks 🤔
The problem is that utilities are usually terrible equities ,When capex runs at 45–60% of revenue and you’re layering on $1.5T of fresh debt by 2030 just to keep GPUs, data centers, and power hooked up, you’re just a leveraged infrastructure fund stapled to an ad business 🤔
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌
#ADPWatch #ADPDataDisappoints #TSLA #MarketCorrection #WarshFedPolicyOutlook