One very interesting theme: an emerging capex boom
In this age of uncertainty, fear, and pessimism, it's nice to know there is at least one very interesting theme: an emerging capex boom
Electrification, energy, AI, robotics, "-shorings", defense, next-gen manufacturing, space, and more...
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yes it's in nominal terms, but even the yeah-but-crew will notice that it basically went sideways for a little over a decade before breaking out -- things are changing...
It's the transition from software to hardware
Last decade was "Big Tech" (aka ads and digital opium), next decade will be more about actually building and making stuff 😤
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