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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: Labadal ✭🐝🐝  😊 😞
Number: of 267 
Subject: Re: Will the Sexy Six Strut or Stumble?
Date: 08/25/2025 10:33 PM
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I'm starting to wonder whether two divergent winning paths may be possible among the Sexy Six in the AI data center buildout race:

--One or two of them win that race and take most of the available profit (if any); and
--The first of them to fold on its giant capex spend also wins, similarly to Meta with its big metaverse capex reduction a couple years ago.
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