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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (10413)	10/26/2025 12:38:36 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 10522

Interesting take on hyperscale demand. Like the internet I don't think he is saying there may not eventually be big winners, but he is saying there is no monopoly to the technology that can be easily protected now. Current AI capacities "build it and they will come" attitude is like the fibre build out during the dot.com boom. A lot of that fiber is only now being used irony due to the hyperscale build out. Even projecting out demand and giving it 50 percent of the penetration rate of google search there is not enough recurring revenue to justify the current build out or valuation or stock valuations. You are more interested in a specify service within a specific vertical, so you may be winner. Message 35309141