Mortimer Arthur
08-14

$Alphabet(GOOG)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ $SPDR S&P 500 ETF Trust(SPY)$ $Amazon.com(AMZN)$ Big tech bears are getting a bit ridiculous. They keep shouting about capex, but Google's 7- and 8-year-old TPUs are still showing 100% utilization. It's the same story at Microsoft and Amazon, with all the NVDA chips running at full steam.

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