Post by
Contrarian58 on Apr 30, 2024 4:16pm
A little perspective....
Today barely looks like a mole hill on the YTD chart, but I sure hate seeing six-figure losses for the day. All those big red numbers hurt my eyes.
Comment by
Cobalt on Apr 30, 2024 4:28pm
Today, I learned that the last significant capital expenditure cycle by hyperscalers was during the cloud data center expansion around 2018, when IVN experienced a tenfold increase. Currently, it appears that AI capital expenditures are poised to match the 2018 levels, which implies a substantial demand for copper.