Post by Geiger Capital on X
Geiger Capital@Geiger_Capital
X2026 CAPEX:
$GOOGL - $175B-$185B vs $119B est
$META - $115B-$135B vs $110B est
$TSLA - $20B vs $11B est
$AMZN - *tomorrow vs $145B est
The hyperscalers are going all in on AI.

2.8K likes102 repliesPosted Feb 4, 2026