Market Turns On AI CapEx
20:25–22:01 · 96s
Kedrosky details a striking investor shift: AI CapEx once boosted market caps, then went neutral, and now gets punished—his "Magnificent Seven" rebranded as the "Hateful Eight."
20:25–22:01 · 96s
Kedrosky details a striking investor shift: AI CapEx once boosted market caps, then went neutral, and now gets punished—his "Magnificent Seven" rebranded as the "Hateful Eight."
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