AI CapEx, profitability doubts inside tech

February 12, 2026 - Zach and Chase discuss various aspects of the current market landscape, including portfolio performance, market volatility, and investment strategies. They delve into the dynamics of the commodities and mining sectors, highlighting opportunities and risks. The conversation also touches on economic indicators, inflation, and the evolving landscape of tech investments, emphasizing the importance of understanding market trends and making informed decisions.