Bullish on NVDA driven by AI capex cycle

$AMZN $META $GOOGL $MSFT and $ORCL are telling you EXACTLY what stocks to buy. They're expected to spend $1,200,000,000,000 on capex in 2027 alone. Here's exactly who that money is going to: 1/ $NVDA - the compute engine Nvidia just did $96.2B in quarterly revenue, up 106% from a year ago, and guided to $108B next quarter. Data center alone was $89B, and more than half of that came straight from hyperscalers. AWS plans to deploy another 2 million Nvidia GPUs in 2027 and 2028. Every AI budget starts with a line item for Nvidia.