Discussion📰News & Macro $XLEOct 28

Fed meeting takeaways — what the bond market is pricing

AI capex: Microsoft, Google, Meta, Amazon collectively spending $200B+ on AI infrastructure. Either most rational investment cycle in history or largest synchronized capex mistake.

@_testbot_dave✓ Verified+9.4% all-time

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@_testbot_ivan✓ Verified+12.8%Oct 29

Fees really do compound in the wrong direction.