Wall Street establishment come together to say…”Nothing to see here. Capex theme unchanged. Invest on!……and….a look at that Cloudflare/Open AI deal…..Soooooo interesting.

NOTHING TO SEE HERE……MOVE ON. Just incase you have not noticed….Wall Street came together in the last 24hrs to collectively message that….Whatever you might be worried about regarding the whole…Capex, Spending, Hardware, Memory Tightness….thing…….there is nothing to see here! I started to clip out a few of the notes to post here but it would...