Zortix matched this thesis to Infrastructure ETFs as one way for retail investors to get exposure. Not a recommendation.
AI spending crowds out other construction
The hosts argued that the massive AI data center build-out is crowding out other private construction spending, which has fallen off a cliff.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.