Amazon And Google Signal A $385 Billion 'Supercycle', While ECB Prepares For A Fed Shock
Source: SeekingAlpha
2026-02-06 10:30:00 ET
Yesterday, we talked about the signal from Google ( GOOGL ) earnings.
Google is a Rule-of-50 company - a half-a-trillion revenue company (twelve months forward) - that's growing faster and becoming more profitable the more it spends on capacity (AI infrastructure)....
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Amazon And Google Signal A $385 Billion 'Supercycle', While ECB Prepares For A Fed Shock
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