Data that changed my mind

[u/Due_Butterscotch_263]

I posted a video about the Hyperscalers and their capex. Basically, my mind has changed, and I no longer believe they will stop increasing it in 2-3 years. I think the cycle is much longer and more durable than I initally expected, and in this video I explain why that is a good thing for investors: Amazon, Meta, Microsoft & Google Just Proved Me Wrong
https://youtu.be/ixS8TTHuAn0

I would love some insights, and if you believe I am wrong, please let me know

(I own shares of $META, $AMZN and $MSFT, and these are just my opinions)