“A levered GPU-rental shop buckles under ~$30B of junk debt and one-customer reliance, the kind of overbuilder whose gear someone else ends up owning for cents.”
“if you remember, the companies were laying all that cable, then ultimately a lot of them went bankrupt, like WorldCom.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.