Google, Amazon, and Big Tech Are Spending Billions. Should You Follow the Money?

Google, Amazon, and other big tech companies are planning massive CapEx, especially toward AI, data centers, and chips.

Does this make the sectors they’re spending on a good investment opportunity? Historically, is it smart to invest where the giants are pouring money, or is most of the upside already priced in?

How do you spot the real winners in these areas?