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Liquidity Squeeze coverage.

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#big-tech1#capex1#ai-infrastructure1#paul-tudor-jones1
SEEKING ALPHA

Big Tech's Capex Surge: Why Paul Tudor Jones Is Right About The Liquidity Squeeze

In the latest earnings reports across the AI kings, the capex fatigue thesis didn't show up. Instead, it continues to accelerate. It's because the demand/revenue is locked in. Read…

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#big tech#capex

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