Tech CapEx boom mirroring past commodity bust cycles
The bearish analogy argued: the current tech CapEx boom is reminiscent of past commodity cycles where over-investment led to oversupply and long bear markets, suggesting a peak for infrastructure builders.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
DORMANT · 2 MENTIONS · 2 SHOWS
- MACROVOICES
- FORWARD GUIDANCE
- Tech CapEx boom mirroring past commodity bust cycles · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD