Incestuous AI Capex

Update: 2025-09-22

Description

September 22, 2025 - Chase explains why the AI capex is concerning, the struggle for US to manufacture, and the changing global defense landscape.

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In Channel

It's a Bubble, But the Tech is Real

2025-10-0735:59

Tobias Carlisle

2025-10-0640:22

The Vix Has Our Attention

2025-10-0355:11

"Rudy Havenstein"

2025-10-0301:17:08

We Need a Recession So Bad

2025-10-0231:44

The Neutral Rate is HIGH

2025-09-2922:03

Government Shutdown?

2025-09-2616:31

Growth & Inflation Revised Up

2025-09-2520:39

Oracle's Debt Raise

2025-09-2418:40

Lower Rates = Less Passive?

2025-09-2333:22

Incestuous AI Capex

2025-09-2222:50

The Nvidia/Intel Deal

2025-09-1831:30

Reacting to the Fed Cut

2025-09-1737:54

The Post-COVID Economy

2025-09-1628:56

The Golden Age of Fraud

2025-09-1535:30

Eric Boles - The Game Changers Inc.

2025-09-1201:33:09

Inflation is Rising

2025-09-1119:33

Charlie Kirk, China’s Oil Play, and the Solar Surge

2025-09-1034:32

Massive Jobs Revision

2025-09-0932:31

Brad Sarsfield

2025-09-0801:10:57

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Incestuous AI Capex

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Incestuous AI Capex