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tech spend

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 25, 2025 by Tom Lee · across every show →

Everything said about tech spend, oldest first

Jun 25, 2025 neutral
Assertion Supported
Tom Lee: Much of Tech CapEx Is Maintenance, Not AI
“Not a hundred percent of tech spend is AI. A lot of it is maintenance CapEx and expansion CapEx and, you know, the catch up for spending that's been deferred because of COVID, et cetera.”
Tom Lee Jun 25, 2025 ▶ 0:53 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
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