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![MWG_Jamie Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1169372394433273856.png) Jamie Murray [@MWG_Jamie](/creator/twitter/MWG_Jamie) on x 2489 followers
Created: 2025-07-21 09:18:15 UTC

MS estimates $50-60 billion of incremental capex each from the just the big X thru 2028. $NVDA $AVGO $GOOGL $AMZN $MSFT $META

![](https://pbs.twimg.com/media/GwXucx7XQAA-Zi_.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947224595540386124/c:line.svg)

**Related Topics**
[the big](/topic/the-big)
[meta](/topic/meta)
[amzn](/topic/amzn)
[googl](/topic/googl)
[nvda](/topic/nvda)
[$meta](/topic/$meta)
[$msft](/topic/$msft)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/MWG_Jamie/status/1947224595540386124)