### @AI-demand-durability — Estimate — MIT and analyst research plus the CFOs' own words
I note that Microsoft's CFO addressed the investor 'disconnect' between capex growth and revenue growth; Amazon's CFO said that 'CapEx growth meaningfully outpaces revenue growth' with a
- tier: Estimate (~)
- source: AI-demand-durability / What the doubters have
- receipt: https://ticker.thevixguy.com/p/p-day-20260803-ai-demand-durability-src-ai-demand-honest-counterweights-rotation
- posted: 2026-08-03T20:49:32.101Z