All In. 🃏

In poker, going “all in” means one thing.

You’re not hedging or folding. You’re pushing every chip you have to the middle of the table and telling everyone else in the room: I believe in this hand more than you believe in yours.

This Wednesday at 4:01pm, four of the most powerful companies on Earth are turning their cards over.

1 Microsoft.
2 Alphabet.
3 Meta.
4 Amazon.

They’ve already gone all in.

$670 billion committed to AI infrastructure this year alone.

→ More than Sweden’s entire GDP.
→ More than America’s entire defense budget.
→ The largest single-year capital expenditure in the history of business.

Wednesday is when we find out if the hand was worth playing.

Here’s the story ⇩

SPONSOR BREAK presented by OxfordClub*

Only Hours To Go: Elon’s Biggest Move Ever?
After meeting Elon Musk and analyzing months of research…
Former CIA consultant Dr. Mark Skousen believes June 2026 a potential SpaceX IPO announcement could take place.
He found an “access code” that could let you get exposure ahead of it.
Learn how to claim your stake before time runs out.

What $670 Billion Actually Looks Like.

To understand what $670 billion actually means, you need to understand what these companies are building.

Every time you use ChatGPT, ask Gemini a question, or get a recommendation from an AI — somewhere, a data center full of chips is doing an enormous amount of work. And those data centers need to be built, cooled, powered, and staffed.

They need:
→ land,
→ fiber,
→ electricity,
→ and above all else — chips… Nvidia chips. Lots of them.

The four hyperscalers have been building these warehouses at a pace that should make your head spin:

→ Microsoft MSFT ( ▲ 0.38% )  : ~$146 billion in capex this year — up 89% from last year
→ Alphabet GOOG ( ▼ 0.37% )  : $175-185 billion — double what it spent in 2024
→ Meta META ( ▼ 0.97% )  : $115-135 billion — Zuckerberg called it “a defining investment”
→ Amazon AMZN ( ▼ 0.73% )  : expected to cross $170 billion
→ Combined: $670 billion
→ For context: Alphabet’s entire capex five years ago was $22 billion

Goldman Sachs estimates AI investment will drive roughly 40% of all S&P 500 earnings growth in 2026.

That’s not a side bet. That’s the whole thesis.

SPONSOR BREAK presented by BehindTheMarket*

“Forget AI” Says Reagan’s #1 Futurist
While everyone’s chasing the same AI plays, George Gilder is focused on something completely different.
 
He says a 4-nanometer device that’s 80 MILLION times more powerful than the chip he gave Reagan is now being made in America for the first time.
 
And he’s identified 3 companies that control this technology.
Get the details before this BOMBSHELL announcement changes everything.

The Nervous Table.

Here’s what happened today — the day before the cards flip.

The Wall Street Journal published a report raising questions about whether OpenAI’s growth can actually support the massive data center spending commitments companies have made around it. Just a question mark showing up at the table at the worst possible moment.

The chip market answered immediately.

The PHLX Semiconductor Index had just finished an 18-day winning streak — 13 straight record highs at the end of the run. Today, it fell 3.16% in a single session. The names that ran the hardest got hit the hardest:

→ CoreWeave $CRWV ( ▼ 5.83% ) : down 3.86%
→ Oracle $ORCL ( ▼ 4.05% ) : down 3.56%
→ Nvidia $NVDA ( ▼ 1.59% ) : down 1.32%
→ Rambus, Arm, FormFactor, Wolfspeed: all under pressure
→ Even Intel — up 100% since March 30 — got pulled into the selloff

This is what happens at a poker table when someone starts to wonder if the player who went all in is bluffing — the whole table gets nervous.

Nobody has folded yet. But everyone is watching very carefully.

SPONSOR BREAK presented by BehindTheMarket*

Hate It Or Love It — Fortunes Will Be Made From This…
President Trump just signed a highly controversial new law — S.1582.

With one stroke of the pen, he’s unleashed the most radical change to America’s money in over 100 years.
 
Investors who understand what’s happening and position themselves now could make as much as 40X their money by 2032.
 
While the rest will be left scrambling in the dust, wondering how they missed it.
 
Go here now for details – before the wealth transfer begins on June 11th. 

Wednesday At 4:01pm.

Reddit’s WallStreetBets has already named it: “the REAL WW3 on Wednesday at 4:01 PM.”

They’re not wrong about the stakes.

When Microsoft, Alphabet, Meta, and Amazon all report after the bell on Wednesday — simultaneously — the market will be laser focused on one number.

→ Capex guidance.

If these four companies raise their AI spending plans — or even hold them steady — it’s the market equivalent of flipping over a royal flush.
The chip stocks that sold off Tuesday come roaring back. The AI trade extends. The $670 billion wasn’t a bluff.

If even one of them softens the language — uses words like “digestion” or “optimization” or “measured investment pace” — the table goes quiet very fast. Traders start pressing the names that ran the farthest and today’s selloff becomes something more serious.

What to watch on Wednesday:
→ Azure growth consensus: ~38%
→ Google Cloud growth consensus: ~28%
→ AWS growth consensus: ~18%
→ Meta ad revenue: watching price per ad closely
→ Free cash flow: Alphabet’s expected to drop 70% as spending surges
→ Any softening in capex language: the most dangerous two words this week are “we’re optimizing”

SPONSOR BREAK presented by ParadigmPress*

AI could wipe out Social Security funding by 2027?
Most people have no idea this is happening…
But AI could gut the funding base for Social Security by the end of 2027…
Leaving millions of American seniors funds completely vanished.
But former $4 billion hedge fund legend has seen what’s coming and put together a presentation detailing exactly how AI could collapse the funding base for social security and what to do as AI turns the economy upside down…
Click here to see his three recommended moves.

Pot Committed.

The $670 billion is already flowing — into data centers, into chips, into cooling systems and fiber cables and land.

The hand is already played. The chips are already in the middle.
Wednesday is just the moment everyone turns their cards over.

If the capex holds — or rises — the table relaxes and the game continues. If it softens, the next few months get very interesting.

Either way, nobody at this table is getting their chips back.

Lesson Of The Day:

Was this email forwarded to you? Don’t miss out on future stories — subscribe using the button below.

Also, help your friends blossom this spring! Share us with them.

💬 We Want To Hear Your Story:

Got a market or stock you want us to analyze next?

Just drop your request in the comments here.

P.S. – If you no longer want to receive occasional emails from us and you want to unsubscribe, click here 👉 “Unsubscribe” . Thank you!