
Ed Dowd and Melody Wright #1328
Coffee and a Mike
00:00
AI Financing and a Looming CapEx Pause
Ed and Melody discuss risky AI loans collateralized by chips and the likelihood of CapEx and stock re-rating.
Play episode from 12:07
Transcript

Ed and Melody discuss risky AI loans collateralized by chips and the likelihood of CapEx and stock re-rating.