Amrita Roy: A Goldilocks Quarter For Hyperscaler AI Capex (Guest Post)

Foreword by Colorado Wealth Management Fund

Many of you may already be familiar with Amrita Roy. She frequently writes on the big tech stocks. We met on Substack some time ago. Even though I moved our website away from Substack, we've stayed in touch. It is great to see how her work is developing. We may run some joint efforts. In this case, I'm sharing one of her latest subscriber articles (with her permission).

I recognize many of our members have investments outside of REITs. Often, that may involve the big tech stocks that make up so much of the index funds today. Consequently, I think Amrita Roy's work may be relevant to many members. Let us know what you think. Questions for Amrita Roy or feedback on our guest posts? Use the comment button (link at the very bottom).

The rest of this article is from Amrita. Enjoy!