Crypto Banter(@crypto_banter):🚨RAOUL PAL: HYPERSCALERS ARE RUNNING THE SECOND-LARGEST CAPEX CYCLE IN HISTORY! @RaoulGMI says the hyperscalers are recycling massive cash flows into the biggest capex build on record for data centers, compute, and energy. He calls it a self-reinforcing loop and notes debt is only ~3.5% of market cap. The only larger cycle was the railroads, which lasted 35 years.

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가입 October 2020

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Crypto Banter@crypto_banter

2026.10.27 10:47

🚨RAOUL PAL: HYPERSCALERS ARE RUNNING THE SECOND-LARGEST CAPEX CYCLE IN HISTORY! @RaoulGMI says the hyperscalers are recycling massive cash flows into the biggest capex build on record for data centers, compute, and energy. He calls it a self-reinforcing loop and notes debt is only ~3.5% of market cap. The only larger cycle was the railroads, which lasted 35 years.