AI CapEx Bubble Warning
5:31–5:56 · 26s
Dale says AI spend has doubled so fast it fits classic bubble patterns, noting past CapEx booms often ended in secular bear markets—though not an immediate risk.
5:31–5:56 · 26s
Dale says AI spend has doubled so fast it fits classic bubble patterns, noting past CapEx booms often ended in secular bear markets—though not an immediate risk.
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