Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Analyzing CapEx Trends and Market Valuations in Tech
This chapter explores the CapEx strategies of leading tech companies and their impact on stock valuations and market dynamics. It highlights challenges for investors due to high valuations, sticky expenditure processes, and the influence of foreign exchange on revenue.
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