J.P. Morgan just dropped a bombshell: hyperscaler capex — including SpaceX — is projected to rocket from $265B in 2024 to over $2 trillion by 2028.
That's nearly an 8x increase in just four years.
The AI infrastructure buildout isn't slowing down. It's accelerating. And we're still in the early innings.
This is the kind of secular trend that creates generational winners. The picks-and-shovels trade in AI remains one of the highest-conviction setups in the market.
$AMZN $GOOGL $META $MSFT $SPCX $ORCL
That's nearly an 8x increase in just four years.
The AI infrastructure buildout isn't slowing down. It's accelerating. And we're still in the early innings.
This is the kind of secular trend that creates generational winners. The picks-and-shovels trade in AI remains one of the highest-conviction setups in the market.
$AMZN $GOOGL $META $MSFT $SPCX $ORCL