Back
“The biggest capex boom of our careers is holding the economy up, and when it slows the equity gains vanish and consumer spending takes the hit.”
Source
Forward GuidanceYouTube“The Fed Is Losing Its Easing Bias While AI Props…”23:40
“this is the biggest CapEx boom we've seen in our careers... all I can tell you is that when it slows down, that will be a macro issue. There's no doubt about it in my mind.”
Performance
Entry$29,208.00
Current—
Since call— pending
Confidence72%
How this was scored
Entry$29,208.00May 13, 2026 · 07:00 UTC · paste.trade
Horizonnext yearparsed as next-year-2027
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.