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What Stops The Runaway U.S Fiscal Trainwreck? | Weekly Roundup

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Tech Giants' CapEx Investments and Financial Arbitrage

Exploring the significant CapEx investments in AI and GPU technologies by tech giants like meta and Nvidia, the chapter delves into the financial trade-offs between CapEx spending and buybacks. It discusses the impact on stock performance, the strategic long-term vision of visionary founders, and the dynamics of capital allocation in the tech industry.

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