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![R_and_Invest Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1942391883537461248.png) Research & Invest [@R_and_Invest](/creator/twitter/R_and_Invest) on x XXX followers
Created: 2025-07-18 17:42:50 UTC

Cloud capex by Bloomberg/BOA...
$ORCL Stargate. There is no way an OpenAI secondary/money raise is not coming in 2H25. This is mind boggling.
Now imagine, all these guys doing capex yet the most amount of data is being processed on $GOOGL YT Gemini, Search, Cloud, Workspace, Drive, Waymo. 
Capex intensity went from XX% to XX% for $GOOGL but $MSFT $META are at 31-35%! No wonder the Fed Funds rate restriction isnt really making a dent.

![](https://pbs.twimg.com/media/GwKEXl5XAAAIv7Z.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946264410865156588/c:line.svg)

**Related Topics**
[meta](/topic/meta)
[msft](/topic/msft)
[googl](/topic/googl)
[fed](/topic/fed)
[$meta](/topic/$meta)
[$msft](/topic/$msft)
[waymo](/topic/waymo)
[federal reserve](/topic/federal-reserve)

[Post Link](https://x.com/R_and_Invest/status/1946264410865156588)