Samsung and SK Hynix Locked In 2027–28 Volume. Their Long-Term Contracts Do Not Lock In Profit.
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17 pages
Microsoft
Big Tech's Capex Miss Was a Delivery Problem. The Market Now Prices Who Can Pay for the Build, From Alphabet to Samsung.
Microsoft Spent $5 Billion Less Than It Planned and Grew Azure Faster. The Next Capex Wave Runs Through CPUs and Memory.
Six AI Giants Ranked: Microsoft Leads Overall, While Google, Meta and SpaceX Win Their Own Categories
AI Can Grow 41% a Year. The Stock Price Is a Different Test.
Who Pays for AI? Seven Kinds of Demand, the Agent Engine, and the Capex Payback Test
Squeeze or Second Leg? Four Scenarios and a Day-by-Day Watch List for Oct 26–30
