Capex growth is slowing from here:$MSFT : “Capex in 3Q and 4Q should be similar to 2Q.”$TSLA: “Capex will be flat.”$META: “It’s possible that we’ll learn otherwise at some point, but I think it’s way too early to make that call." pic.twitter.com/06YMK2ZHKg
— JaguarAnalytics (@JaguarAnalytics) January 29, 2025