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"A Few Prolific 'Come To Jesus' Moments" Are Coming: Nomura On Hyperscalers' Hell
How many quarters ahead do we begin to worry about the “Zeitgeist Reversal Risk” of the “AI Bottlenecks” -trade evolution?
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zerohedge.com
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"A Few Prolific 'Come To Jesus' Moments" Are Coming: Nomura On Hyperscalers' Hell
How many quarters ahead do we begin to worry about the “Zeitgeist Reversal Risk” of the “AI Bottlenecks” -trade evolution?
- ·
Hartnett: If The Mag 7s Drop Any More, It Will Be A "Risk-Off" Summer
"At some point, capital expenditure may slow and if one peer blinks, the market will immediately question whether others should follow."