Search results for CapEx
“Capex will continue to grow because where else would we push our operating expenses”
@oguzerkan So when $GOOG $META $MSFT $AMZN are all punished for this Capex Nvidia will continue with these earnings for another decade?
GOOGLE $GOOGL RAISES CAPEX FROM $190B TO $205B FOR FISCAL YEAR 2026 2027 CAPEX NOT DISCLOSED BUT WILL BE “SIGNIFICANTLY MORE” $GOOGL $NVDA $NBIS $CRWV $IREN $MU
Oracle is not budging at all after this result. Hmm, is the market default expectations basically pricing in no more CAPEX guidance and higher growth but no one is willing to bid Oracle up?
Oracle is not budging at all after this result. Hmm, is the market default expectations basically pricing in no more CAPEX guidance and higher growth but no one is willing to bid Oracle up?
By the way, something crucial about $GOOGL massive CapEx related to $UBER A common bear argument is: "Google has infinite cash, so Waymo can subsidize rides forever and crush Uber". Take into consideration that Google just spent $45B in CapEx in a single quarter, pushing
このGoogleのFCFのマイナスは織り込み済みだよね。 EPSもすごいし、クラウドもバカ売れしてるのに、それでも時間外で株価がヘボいのは、決算会見でAI設備投資（CAPEX）の見通しが150億ドル引き上がったからだと思う。
このGoogleのFCFのマイナスは織り込み済みだよね。 EPSもすごいし、クラウドもバカ売れしてるのに、それでも時間外で株価がヘボいのは、決算会見でAI設備投資（CAPEX）の見通しが150億ドル引き上がったからだと思う。 https://t.co/IBJfXWSprM
@EndicottInvests Right… like are we seriously still questioning the capex??
@killapabkai Capex will be lower post site one, opex will drop to 3k over time, NA lithium will trade at a (decent) premium to landed tariffed China lithium, They will also be using debt, ROIIC is the same but ROE will be cranked up.
The Stock Market today makes ZERO Fundamental Sense and if you understand this It'll make you rich. The AI ROI can't and will never justify mathmatically spending $1+ Trillion in Capex on Physical Data Centers... Current AI ROI is only around 9% on running physical data
@TheJSantiago Facts. Sure Mr. Seller, lets ask for forward values after any value has been added with capex/rehab…. Except right now.
구글같은 빅테크가 AI CapEx 부담으로 하락한다~? 다시 하이닉스의 시간이 오나~ 👀👀
구글같은 빅테크가 AI CapEx 부담으로 하락한다~? 다시 하이닉스의 시간이 오나~ 👀👀
🟢 $NKY & QQQ & DRAM DRAM and infrastructure: clearly positive This tells the supply chain: No 2026 capex digestion—guidance was raised another $15B.Google remains physically capacity-constrained. Internal capacity is accelerating while third-party capacity is also being
@sundarpichai cool but still too much CAPEX, negative FCF and 40b dilution is annoying....
So for him is Capex, and for anybody else, cash burn! Cunts
So for him is Capex, and for anybody else, cash burn! Cunts
@legen_eth It was obvious they were raising capex that’s why I got puts
@MarketClosDaily @WisemanCap Stock gains and they don’t expense capex like reality.
@CGInvesting10 Cash Flow Negative and announced even further capex/data center spend.
SMCI決算↑↑ →DELL連想、設計も恩恵 ソフトウェア全滅 →NOW時間外↑ GOOGL決算 売上ビート CAPEX$205Bに増額がネガに TSLA決算 売上-12％ EPSも未達 TI決算 NS/OPともにビートも高すぎる期待には応えられず GLW 7/15下方修正からの継続売り
Ahmed Mshaka, ACIFE @CapEx
178 Followers 0 Following Founder of CapEx USA. We partner highly liquid, ethically responsible investors with public and private entities that need to fund major capital expenditures.
CapexAndChill @CapexAndChill
12K Followers 297 Following Long-term value in high conviction holdings. All thoughts are my own. NFA
Cape Independence Par... @capexitparty
9K Followers 4K Following The official X/Twitter account of the Cape Independence Party. Vote CAPEXIT 2026! #CapeIndependence #FreeTheCape #Capexit
Community Action on P... @CAPExpansion
4K Followers 570 Following Building a movement to oppose the expansion of prisons, detention centers, & secure schools. #BuildCommunitiesNotCages
Jeanne Martins @CapexitJeanne
4K Followers 2K Following CAPE INDEPENDENCE PARTY (CAPEXIT) for Swiss Direct Democracy (decentralise, remove political power), Capitalist Free Market Economy & End ANC looting of WC tax
Capital Exchange Aus @CapExchangeAus
3K Followers 4K Following Providing linkages to capital and support for Small Business, Start Ups, and Early Stage Ventures
@CapeXitNPO @capexitofficial
3K Followers 72 Following Official Acc of CapeXit NPO. An Independence/Non-Political Movement for ALL people of the Western Cape, regardless of race, religion, political views. #capexit
CAPEX @AtletismoCAPEX
2K Followers 1K Following
Capex Forex Trading @CapexForex
2K Followers 714 Following #Forex portal for new and experienced #daytrader. Follow us for #investing news and #currencytrading education. Visit our website for free #fxtrading videos.
Capexil @edcapexil
1K Followers 113 Following CAPEXIL, the 24*7 Premier Export Promotion Council under the auspices of the Ministry of Commerce & Industry, GOI. Government of India .
CAPEX de Venezuela @capexdevzla
1K Followers 2K Following Servicio de limpieza residencial, comercial e industrial. Somos distribuidores de consumibles y equipos de limpieza. Teléfono: 0293-4314901
Cap Exter @capexter
1K Followers 2K Following #Externalisation de la gestion de la #formation (ou #outsourcing ) @jcdrouard1 @insafe_b @Cap_hebdo #rh #drh #planformation
Cape Xtreme @capextreme
992 Followers 2K Following Join the Leading Adventure Company in Cape Town. Get updates about fun social activities, great way to meet new people and experience Cape Town to the full!
Cap Expand Partners @ExpandCap
895 Followers 27 Following ☆ Financial Consulting for Business Leaders 💡 ☆ M&A/Capital Raising ☆ Business Valuation Advice ☆ Informed Investment Decisions ↓ https://t.co/P6thNebCiA
Capex Finance @CapexF
742 Followers 1K Following Business finance for all sectors. For assets inc. Vehicles, Machinery, IT, Telecoms & Print Equipment, plus Asset Refinance & Business Loans - 0121 262 6520
Explorer Peñarol @CAPExplorer
589 Followers 1 Following Información actual del Club Atlético Peñarol. Aportes al MP.
CAPEX.com @capex_en
531 Followers 31 Following Tweets about daily market news & online trading. Not intended for EU residents or FSRA clients. Regulated by FSA
𒆜𖠢𝙂𝘼𝙉�... @CAPEXN_DILF
486 Followers 13 Following ︽×͜×︾ Jódete sólo me sirve tú polla o tú culo, tú decides...𓁎
Aníbal Gómez T. @capexanibal
451 Followers 978 Following Ing. Industrial, Ga. Tech. Presidente IUTEPI, Director UNIMAR
AI Capex Hoarder @tankadelphia
363 Followers 2K Following Tax Expert. Aspiring Day Trader. NBA Lover. Casual Miller Lite Drinker.
CaPEx Forwarding @CaPEx_Freight
317 Followers 54 Following Domestic & International Freight Forwarder (Land, sea and air cargo logistics)
@capexpandido @capexpandido
275 Followers 1K Following ♻️Asociación que reúne las empresas del sector productivo del Poliestireno Expandido en Colombia desde su importación, transformación y Reciclaje.
Exhibition Capital @CapExhibition
219 Followers 79 Following Calgary-based private equity firm investing in technologically advanced businesses with meaningful visions to provide outsized returns for investors.
Capex Construction @capex411
219 Followers 0 Following How Will You Maintain Your Competive Edge - We Can Help
Capex Currency @CapexCurrency
212 Followers 931 Following #Foreign #Exchange specialist helping private and corporate clients save time and money on international payments. Call us on +44 (0)203 865 5780
CAP EXCELLENCE Commun... @agglo_capex
209 Followers 22 Following Compte officiel de la Communauté d'Agglomération Cap Excellence #CACapexcellence #Capex
Cámara Paraguaya De ... @Capexpy
206 Followers 42 Following Organización representativa del sector exportador paraguayo. Cuenta Oficial. Horario: Lun. a Vier. 8 a 18 hrs Telf.: (021) 606-220 // [email protected]
