Post by Gene Munster on X
Gene Munster@munster_gene
X$META just raised its full-year Capex guide midpoint by 9%. I bet this will be the biggest takeaway from all of the earnings tonight.
This isn't just another AI datapoint. Infrastructure is scaling fast which means AGI is only a few years out.
$NVDA is up 3%.
692 likes35 repliesPosted Apr 30, 2025