Mega 3 ER CapEx

Google: $91 billion to $93 billion, up from around $85 billion previously

Meta: $70 billion to $72 billion, up from a range of $66 billion to $72 billion previously and above the estimate $69.3 billion

MSFT: I only see Q3 data. Q3 CapEx $34.9 billion, up from $24 billion in the preceding quarter

所有跟帖： 

• Meta is a buy at the price of $679 -gladys- ♂ (0 bytes) () 10/29/2025 postreply 14:33:47

• 677 is 200 sma -hahaha2025- ♂ (0 bytes) () 10/29/2025 postreply 14:47:29

• Yeah, lower the better -gladys- ♂ (0 bytes) () 10/29/2025 postreply 14:52:34

• msft target？ -hahaha2025- ♂ (0 bytes) () 10/29/2025 postreply 15:21:34

• I have a lot of MSFT. I will add more below $500 -gladys- ♂ (0 bytes) () 10/29/2025 postreply 15:33:15

• 富婆啊 -hahaha2025- ♂ (0 bytes) () 10/29/2025 postreply 15:46:05

• Meta is down because of one time tax charge -越王劍- ♂ (38 bytes) () 10/29/2025 postreply 14:59:05

• 這個絕對不是原因，還是小劄花錢太狠造成的 -dividend_growth- ♀ (0 bytes) () 10/29/2025 postreply 15:09:11

• 這個好，一目了然。感覺 CapEX 還是略有上升,利好英偉達和 AVGO， -Austin8- ♀ (0 bytes) () 10/29/2025 postreply 14:44:38