Big Tech Capex Crunch Ahead

Big tech is getting close to tapped out on capex without + debt.

With the increases expected for next year, it's likely $Oracle(ORCL)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ all spend more on capex than the generate in operating cash flow.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Microsoft(MSFT)$ have the longest runway, but they're also getting close.

META down huge after earnings. GOOG up big.

Alphabet continues to be the biggest no-brainer in AI.

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GOOG up big. </p><p>Alphabet continues to be the biggest no-brainer in AI.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/8e91ed97384d0547ca217e25ea392b12\" tg-width=\"1920\" tg-height=\"1080\"><span>Image</span></p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/67e48fc2669bca9ae8e008ede32e4d58\" tg-width=\"1920\" tg-height=\"1080\"><span>Image</span></p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/68c5d46141212f770b4ad801bb274f3c\" tg-width=\"1920\" tg-height=\"1080\"><span>Image</span></p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/82b197aec1b59290d3ecbcb5683a1f2e\" tg-width=\"1920\" tg-height=\"1080\"><span>Image</span></p><h2 id=\"id_1695694732\" style=\"text-align: left;\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!</span></h2><p style=\"text-align: start;\">Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.</p><p style=\"text-align: start;\">Other helpful links:</p><ul style=\"\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/455186728267792\" title=\"🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!\" class=\"\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a></p></li><li><p><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a></p><p><img src=\"https://community-static.tradeup.com/news/6f1aec1931614d75740fda726cd34ade\"></p></li></ul><p></p></body></html>","htmlText":"<html><head></head><body><p>Big tech is getting close to tapped out on capex without + debt.</p><p>With the increases expected for next year, it's likely <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a>  <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>  <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>  all spend more on capex than the generate in operating cash flow.</p><p> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>  <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>  and <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>  have the longest runway, but they're also getting close.</p><p>META down huge after earnings. GOOG up big. </p><p>Alphabet continues to be the biggest no-brainer in AI.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/8e91ed97384d0547ca217e25ea392b12\" tg-width=\"1920\" tg-height=\"1080\"><span>Image</span></p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/67e48fc2669bca9ae8e008ede32e4d58\" tg-width=\"1920\" tg-height=\"1080\"><span>Image</span></p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/68c5d46141212f770b4ad801bb274f3c\" tg-width=\"1920\" tg-height=\"1080\"><span>Image</span></p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/82b197aec1b59290d3ecbcb5683a1f2e\" tg-width=\"1920\" tg-height=\"1080\"><span>Image</span></p><h2 id=\"id_1695694732\" style=\"text-align: left;\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!</span></h2><p style=\"text-align: start;\">Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.</p><p style=\"text-align: start;\">Other helpful links:</p><ul style=\"\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/455186728267792\" title=\"🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!\" class=\"\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a></p></li><li><p><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a></p><p><img src=\"https://community-static.tradeup.com/news/6f1aec1931614d75740fda726cd34ade\"></p></li></ul><p></p></body></html>","text":"Big tech is getting close to tapped out on capex without + debt. With the increases expected for next year, it's likely $Oracle(ORCL)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ all spend more on capex than the generate in operating cash flow. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Microsoft(MSFT)$ have the longest runway, but they're also getting close. META down huge after earnings. GOOG up big. Alphabet continues to be the biggest no-brainer in AI. Image Image Image Image For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account! Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun! How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/495041142518536","repostId":0,"isVote":1,"tweetType":1,"viewCount":402,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","AMZN","GOOGL","GOOG","ORCL","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":856,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/495041142518536"}