# @ubs on Instagram

- **Type:** Video
- **Original URL:** https://www.instagram.com/p/DYEcPSADVgq
- **Gondola URL:** https://gondola.cc/posts/65358663-ubs-instagram
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/8317bccdee.jpg
- **Posted:** 2026-05-08T08:00:05.000+00:00
- **Account Owner:** UBS (@UBS) — https://gondola.cc/UBS

## Caption

With AI monetization improving and backlog building, hyperscalers have raised capex budgets again.” UBS GWM CIO Equity Strategist Delwin Limas shares his key takeaways from Big Tech earnings, and how investors can position across platforms, semis, and hardware. 

#shareUBS #CircleOnebyUBS

## Stats

- **Views:** 1,167
- **Likes:** 145
- **Shares:** 0
- **Comments:** 0

## Tags

circleonebyubs, shareubs

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