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![dcurras1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1363880522355793924.png) Nikotes [@dcurras1](/creator/twitter/dcurras1) on x XXX followers
Created: 2025-07-23 20:20:45 UTC

$GOOG 

Higher CapEx -> lower FCF

OpenAI and co. pushing Big Tech hard to keep up with the AI investment craze.

Good for the usual suspects since 2021-2022 

$NVDA $TSM $ANET et al.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948116092355846173/c:line.svg)

**Related Topics**
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[Post Link](https://x.com/dcurras1/status/1948116092355846173)