Q3 earnings vibe check. some of you need to prepare yourselves for this to not be a bubble
Meta, Msft, Google raised capex guidance significantly today, again, cloud revenue is still growing 30% plus yoy, massive contracted backlogs for the CSPs
Vertiv, GE Vernova beat with 30% and 12% yoy rev gains respectively (GEV is supply constrained and has the largest backlog they've ever had)
