Locator: 50790BETH.
Nvidia: will generate more than $400 billion free cash flow across calendar 2026 and 2027, more than Apple, META, Amazon, and Google combined. Let that sink in.
TSM: reportedly accelerating its 3nm ramp this year -- looking to increase capacity by 40% y/y and 20% higher than original expectations.
Amazon: from the company -- it's going to cost a lot more to build, and the faster we grow/build, the faster the increase in CAPEX -- it typically takes 6 to 24 months to monetize what we're doing.
