Amazon and Apple are two companies taking it conservatively in this bubble. Possibly because they actually have gone through the last bubble with some pain. Microsoft to some degree but they have the luxury of OpenAI.
We are at a point in this bubble where planned capex is approaching theorectical limits of actual energy capacity. Let’s see when they start pumping coal companies because they restart those plants…not even joking.
We are at a point in this bubble where planned capex is approaching theorectical limits of actual energy capacity. Let’s see when they start pumping coal companies because they restart those plants…not even joking.