chinese housing bubble
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 10, 2025 by Sam Lessin · across every show →
Everything said about chinese housing bubble, oldest first
Oct 10, 2025 bearish
Sam Lessin: US AI data center boom mirrors China's housing bubble
“This is our, from my perspective, the cynical take, which I think there's some validity to, is really what we're doing is the exact equivalent of the Chinese housing bubble, just our version of it, right? Which is like the Chinese needed to keep their economy …”