CapEx is going up, not down! Morgan Stanley just raised its capital expenditure forecasts for 2027 and 2028 by 9% and 10%, respectively, to $1.23 trillion and $1.4 trillion. And this doesn’t even include OpenAI or Anthropic—just GOOGL, AMZN, MSFT, META, and SPCX! Which stocks will all this money flow into? NVDA, AMD, AVGO, TSM, MAmericaKHY, AMAT, DELL, ASML, SMCI...