Dear Reader,
Today I’d like to talk about an interesting note out of Apollo.
Apollo’s Torsten Slok, a very smart analyst, just announced, “hyperscalers are currently spending a record high 60% of their operating cashflow on CapEx.”
This single sentence tells you so much about the AI revolution we are experiencing right now.
Hyperscalers indeed!
We have the Mag 7 - Microsoft, Meta, Google - spending record highs - 60% of their operating cash flow…
Sixty percent of the cash they generate, they’re pushing to CapEx.
What is CapEx?
It’s plants and equipment. That’s a big deal. It tells you a lot.
They are building the future as we speak.
I don’t know if you saw Bill Gates’ interview on CNBC this week, but he says, “AI is the most revolutionary technology I’ve seen in my lifetime.”
This from the guy who gave us the personal computer!
He’s lived long enough to see the rise of the P.C., the iPhone, and yet, this is the biggest tech revolution he’s seen in his lifetime.
And I agree with that.
You can see how IA is changing the world in real time.
We can see how we are moving from the AI era to the EI era.
That’s what all that money is for, okay?
I don’t know if you saw on CNBC a few days ago an Optimus robot handing out Halloween candy in Times Square.
This is coming.
This is why hyperscalers are spending so much money on AI. It’s really in preparation for E.I.
If you haven’t read our report on this yet, go here now to see why it’s so important to act before November 5th.
The Wall Street Journal just reviewed 1X Technologies’ Neo robot.
It’s available for pre-order for $20,000. It’s 5 foot 6 inches tall and looks like C-3PO in a turtleneck.
And these companies - Tesla, 1X Technologies, Figure AI, Boston Dynamics and a bunch more - are all racing to make sure they get their chips locked down and data centers built out.
We have robotaxies coming, which, make no mistake, are robots. Driving robots.
We have Tesla’s humanoid Optimus, designed as a personal assistant.
This guy from The Wall Street Journal brought this new Neo humanoid into his house.
It shuffled to the dishwasher, pulled the door handle, slid a fork into the silverware holder and then grabbed a towel to wipe the counter.
Later, it folded his sweater and fetched a bottle of water from the fridge.
This is happening!
The future is now.
Neo’s creator, 1X Technologies is also working on Rosie-the-Robot dream: one of the first humanoid housekeepers.
It’ll sell for $20,000 with delivery expected in 2026. They also plan to offer a $499/month rental plan with a six-month minimum commitment.
Now, just think about all the data centers needed.
Even if this robot is sitting there doing nothing, it’s uploading software and instruction. You need massive amounts of data centers…
Massive amounts of electricity, energy.
And chips.
This is what all this CapEx is about. Robots.
The E.I. era is now.
We are witnessing a revolution in how we live.
And there’s a lot of upside if you’re an investor.
There’s a lot of unknowns, too.
We’re going to be living in a world full of robots.
But if you tell me for $500 a month I can get a robot that does all my personal assistant stuff? All my housekeeping stuff?
A lot of people will take that deal.
For us investors, here’s the top 3 stocks to buy first>>>
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