How much longer can $meta and $msft send 40ish% of their capex to $nvda
— Michael J. Kramer (@MichaelMOTTCM) June 4, 2024
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How much longer can $meta and $msft send 40ish% of their capex to $nvda
— Michael J. Kramer (@MichaelMOTTCM) June 4, 2024