trillion-dollar-plus companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 15, 2026 by Jaimin Rangwalla · across every show →
Everything said about trillion-dollar-plus companies, oldest first
May 15, 2026 bullish
Rangwalla: Big tech AI capex is not a cyclical peak-and-trough bet
“The buyers of everything are all trillion-dollar-plus companies, right, for the majority of it. They are not stupid. They are not investing hundreds and hundreds of billions of dollars growing at these high rates into something that they think is just going to…”