Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
AI CapEx's low sensitivity to interest rates
The thesis presented was that AI-related capital expenditure is currently inelastic to interest rate increases, requiring a significant move to slow the build-out.
Keep reading this one
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.