Post by Dan Ives on X
Dan Ives@DivesTech
XThis is a Capex supercycle for tech fueling the AI Revolution. If ur focused on what this does to FCF and earnings ur missing the big picture. Year 3 of a 8-10 year AI buildout. A true 4th Industrial Revolution but the bears in hibernation mode in their caves will miss it 🔥🏆🐂
276 likes13 repliesPosted Oct 29, 2025