Google is a great growth generator that the creator owns and believes is undervalued.
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Morgan Stanley says BUY NOW. Capex has a 40% ROIC
Aug 2, 2026
The creator discusses Morgan Stanley's report on AI infrastructure capex, arguing that the market is underappreciating the potential ROIs. They highlight that major tech companies like Amazon, Google, Meta, and Microsoft are well-positioned due to their existing infrastructure and proprietary technology. The creator also asserts that current valuations for these companies, as well as Nvidia and Micron, are reasonable, suggesting the S&P 500 can reach new all-time highs.
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Tickers discussed in this post
Amphanol supplies copper cables to Nvidia and Google's TPUs, benefiting from AI capex.
Comfort Systems benefits from AI capex by providing HVAC work for data centers.
Corning is mentioned as a potential capex beneficiary name.
Lumentum is mentioned as a potential capex beneficiary name.
Coherent is mentioned as a potential capex beneficiary name.
Broadcom, with a 29 forward PE, is a key player in making chips for AI and benefits from AI capex.
GE Veranova makes backup diesel turbines for data centers and has a large backlog, making it a beneficiary of capex.
Caterpillar is a company constructing data centers that will benefit from increased capex.
United Rentals is a company constructing data centers that will benefit from increased capex.
