TSMC beat Q2 estimates with 36% revenue growth; NVIDIA locked in $119B in supply commitments and guided Q2 revenue to $91B.
Meta beat Q1 EPS estimates by 57% on 33% revenue growth and trades at a forward P/E of 19, the cheapest valuation in Coleman's portfolio.
All five picks carry BUY ratings with base-case upside ranging from 23% to 42% and bullish **** yst consensus at 89% or higher across the board.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Hyperscaler CapEx is going vertical. Alphabet is guiding $175 to $185 billion in 2026 CapEx, Amazon roughly $200 billion and Meta $125 to $145 billion. That is the setup billionaire Chase Coleman positioned Tiger Global around in the fund's latest 13F (holdings as of March 31, filed on May 15): five mega-cap names sitting directly on top of the AI infrastructure supercycle.
#billion #NVIDIA #meta #capex
Meta beat Q1 EPS estimates by 57% on 33% revenue growth and trades at a forward P/E of 19, the cheapest valuation in Coleman's portfolio.
All five picks carry BUY ratings with base-case upside ranging from 23% to 42% and bullish **** yst consensus at 89% or higher across the board.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Hyperscaler CapEx is going vertical. Alphabet is guiding $175 to $185 billion in 2026 CapEx, Amazon roughly $200 billion and Meta $125 to $145 billion. That is the setup billionaire Chase Coleman positioned Tiger Global around in the fund's latest 13F (holdings as of March 31, filed on May 15): five mega-cap names sitting directly on top of the AI infrastructure supercycle.
#billion #NVIDIA #meta #capex
3 months ago
