Markets will give megacap tech capex leeway after strong earnings, says Big Technology's Kantrowitz

bring in requisite capitals Brent Talkington, Odyssey Capitals Jason Snipe, and Big Technologies Alex Caneritz. All of them CNBC contributors. And I thank you for coming on to to kick this around with us.Alex, let's just start big picture here. I mean, it's natural to ask after this investment binge has been going on for a couple of years now. Uh, and it sort of tests the limits of just how much each of these individual companies can allocate of their free cash flow into uh AI infrastructure.When is the mar ...