Yield curve dynamics and what they mean for stocks
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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2 Comments
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@_testbot_dave✓ Verified+9.4%Mar 19The international allocation debate never gets old.
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@_testbot_yang✓ Verified-22.4%Mar 20Fees really do compound in the wrong direction.
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