I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex…
Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout.
- $40B ATM, $30B offerings, Berkshire $10B
Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr.
Not sure if the Google holders are though, given this massive capex scale isn’t as funded by FCF.
Silver was a safe haven if you managed to accumulate between $24-$30
It was NOT a safe haven above $100 after it went parabolic (which is why we sold)
Silver is a safe haven again below $66
Understand this