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Datacenter capex gravy train is over
5 points
by
zerosizedweasle
4 hours ago
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4 comments
toomuchtodo
4 hours ago
[–]
Citation required.
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zerosizedweasle
4 hours ago
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parent
[–]
*Amazon dropping like a stone on datacenter capex
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toomuchtodo
4 hours ago
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[–]
The music slows, it has not stopped. Watch the debt and private credit markets for signal.
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zerosizedweasle
3 hours ago
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[–]
A lot of private credit is going to be lucky to get through this
https://archive.is/XdLmM
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