Jesse Felder on Mythryl: ““Capex itself has become a two-sided risk. Spending cuts raise…”

“Capex itself has become a two-sided risk. Spending cuts raise questions about the durability of the investment cycle…whilst further increases raise questions about financing, execution, and the eventual returns.” www.bloomberg.com/news/article...

bloomberg.comCitadel Securities’ Shah Says AI Trade Has No ‘Margin for Error’Markets have become so invested in the artificial intelligence trade that there is very little room for error if the massive spending doesn’t pay off, according to Citadel Securities.

26/10/26, 5:04 pm3 reposts9 likes

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