$NVIDIA(NVDA.US)The market is beginning to realize that most of the high Capex is being spent on NVIDIA. Sentiment, combined with the devaluation of high-Capex tech companies, is driving funds into NVIDIA as a safe haven. It's estimated that within three months, the market will recognize that high Capex implies high growth, because the current issue is that GOOG, MSFT, META, AMZN are not investing blindly; every dollar spent brings tangible daily business revenue, and capacity is insufficient. Today, APPL's low Capex is praised as safe, but then it will likely be said that APPL lacks its own AI and has no future. However, Wall Street's actions should be the opposite.$Alphabet(GOOGL.US)$Microsoft(MSFT.US)$Amazon(AMZN.US)$Meta Platforms(META.US)$Apple(AAPL.US)