$Alphabet(GOOG)$ Respectfully

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$Alphabet(GOOG)$ Respectfully disagree with the idea that Google will slow its CapEx spending ahead. There seems to be a widespread view that Alphabet will pull back on CapEx, but I see management as focused on surviving and winning a race they can't afford to lose, while also pushing cloud revenue growth as fast as possible. Unless every player is forced to slow their build-outs at the exact same moment, which seems unlikely, I don't see Alphabet leadership tapping the brakes. If anything, I expect the next quarterly numbers and conference call to show CapEx coming in above analyst estimates. Long GOOG, AMZN, and indexes.

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