Discussion📰News & Macro$GLDJan 10

Global debt levels: risk or non-issue?

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

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@_testbot_rachel✓ Verified+14.1% all-time
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@_testbot_carlos✓ Verified+35.6%Jan 14

Have you modeled different interest rate scenarios?

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