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$6672b

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"All X of the mag X they provide data center infrastructure for all protecting to grow capex much higher than estimates They announced last night smart debt restructuring and all their main comps have smashed earnings including spxc today Feels like it should be higher Lgn"
X Link @pennycheck 2025-10-31T18:11Z 37.5K followers, 13.6K engagements

"$meta Ad Revenue up XX% YoY. Worth noting also last year Q3 it was election time and both Meta and $zeta get campaign Ad spend. XX% increase despite that. So I gotta say $zeta should be reporting solid numbers"
X Link @lajit6384 2025-10-30T12:21Z XXX followers, XXX engagements

"On Capex trends: $GOOG $GOOGL CFO: "We now expect CapEx to be in the range of $91B to $93B in 2025 up from our previous estimate of $85B" $META CFO: "We currently expect 2025 capital expenditures.to be in the range of $70-72B increased from our prior outlook of $66-72B $MSFT CFO: "With accelerating demand and a growing RPO balance we're increasing our spend on GPUs and CPUs. Therefore total spend will increase sequentially & we now expect the FY '26 growth rate to be higher than FY '25. ""
X Link @TheTranscript_ 2025-10-30T08:56Z 92.4K followers, 53.9K engagements

"$META CFO just raised the bar again: We now expect 2025 capital expenditures to reach $7072B up from our prior $6672B range and expect FURTHER UPWARD PRESSURE NEXT YEAR. Could $META CapEx breach $100B in 2026"
X Link @gainify_io 2025-10-30T07:00Z 10.8K followers, 1135 engagements