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𝛼SKEP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
SUMMARY
- Discussion of infrastructure capex as a percentage of US GDP by era, highlighting the current rate of 1.2%
- Comparison of current bubble dynamics to past bubbles, noting that the current bubble is not as excessive as previous ones
- Debate over whether the current investment cycle is a bubble or a strong investment cycle, with concerns about speculative investments and emotional factors leading to potential overvaluation in the future
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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