Inner Loop Intelligence
All Themes
·
All Sources
Slack: C0A0J067M6V/ts:1770550289.7794
Author: Scott Leavitt
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
ai-capex-infrastructure-bottleneck
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[E1639]
Question broad brush commentary on Tech stocks. Not with capex projections and physical AI just getting started.
supporting · 2026-04-07