dot-com
also referred to as: dot com
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 25, 2025 by Martin Escobari · across every show →
Everything said about dot-com, oldest first
Nov 25, 2025 bullish
Escobari: AI wave is healthier than dot-com because Big Tech funds capex
“The biggest difference relative to railroads and dot com, Is the funds are coming from really rich companies. The magnificent six who are printing money out of their dominant positions are reinvesting a lot of this money into the capex that's powering all this…”