YuRs27

$GOOGL just raised 2026 capex guidance to $195B-$205B from prior $180B-$190B — and signaled even bigger increases into 2027. Absolutely massive numbers. Expect the same from $META, $AMZN, $MSFT, and $ORCL. This is the AI infrastructure buildout in real time. Direct beneficiaries: $AVGO, $NVDA, $MU. The semi trade stays intact.