🚨 Bank of America says “Generational Transfer” in Free Cash Flow Underway


Chart shows massive shift — cash flow moving from Big Tech hyperscalers ($AMZN , $GOOGL , $META , etc.) to Semiconductor companies ( $NVDA , $MU , $AVGOc, $AMAT ).
AI infrastructure buildout is paying off for chip makers.
AMZN1.42%
GOOGL-0.76%
META4.68%
NVDA-0.70%
MU4.33%
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