📈 Big Tech's #AI spending has officially gone PARABOLIC. In 2026, the four largest hyperscalers, $MSFT, $GOOGL, $AMZN, and $META, are projected to spend a combined $635 - $700 BILLION on capital expenditures. That's a 67-74% increase from 2025's already-historic $381 billion. To fund it, hyperscalers are now expected to issue over $400 BILLION in new debt this year, more than DOUBLE the $165 billion they raised in 2025. Alphabet alone has lined up financing that includes a 100-YEAR bond, a maturity virtually unheard of in modern corporate finance. Meanwhile, Google just committed $40 BILLION to Anthropic, and Amazon added another $5 BILLION on top of its existing stake. This means roughly 90% of Big Tech's operating cash flow is now being recycled into #AI infrastructure, leaving very little room for buybacks, dividends, or error. Investors are no longer being asked to bet on earnings. they are being asked to bet on whether #AI revenue can EVER catch up to #AI spending. This week, we get the first real answer. #crypto

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