
EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
The Circuit
00:00
Intro
This chapter explores recent earnings reports and their impact on the market, focusing on capital expenditures and the ongoing debate about potential economic bubbles. The hosts analyze current trading dynamics in relation to historical data, highlighting the sustainability and growth potential in the digital industrial era.
Transcript
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