@menlobear / appears on thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money
No settled calls yet — credibility updates as call horizons resolve.
within that AI sector, the torch has been passed to the semis right now, which have been white hot. And so they've kept the market propped up. But in the best-case scenario, that's a very cyclical sector. At some point, it's going to rotate down. And there's probably a ton of froth in there right now that also needs to come out.
there's just so many different factors out there that can throw sand into the gears of that. Whether it's the fact that there's not enough permitted land, whether it's the fact that the local populace rebels, whether it's there's not enough capacitors, which is like this week's headline of the physical shortage.
the biggest candidate in my mind is the AI complex... there are so many potential pins out there. And the one that really matters is whichever one forces analysts to start writing down their expected CapEx projections going forward.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
so much of this hinges on do those capital expenditures continue at the projected rate at which they're projected? And it's projections are tremendous. Like I said, I think it's like around $800 billion or so this year, over a trillion next year, even more the next year.
No reach data yet.
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