Post
Being Exponential | Luke Lango
beingexponential.bsky.social
did:plc:w7fdhsws3nohbisnhzppxsu5
The 30-day correlation between the capex-spenders (the hyperscalers #MSFT #AMZN #META #GOOGL #ORCL) and the capex-takers (the semis in #SOXX like #NVDA #AMD #AVGO #MU #INTC #AMAT #TSM #KLAC #LRCX #MRVL) has effectively hit its lowest level in the AI Boom cycle with hyperscalers +5% over the last 30
2026-08-03T16:56:10.306Z