Government shutdowns are bullish.
FYP!Government shutdownsall things are bullish.
Megacaps are just recycling capex at this point...OpenAI making these huge deals and are a negative cash flow company. This is clearly a tech bubble...but it could go on a while.Swap out Nortel for Oracle and you've got a dot.com crash 2.0 in the making.
It really is remarkable that nearly all economic "growth" in the US is driven from these few AI and AI-adjacent companies essentially engaging in massive B2B deals.