Joe Weisenthal(@TheStalwart):Government spending is really high. But it might be good, since the recipients of that cash can invest in datacenter development. And of course hyperscaler spending is enormous, so the recipients have to find safe places to place to store that cash, like in US Treasuries.

Joe Weisenthal

@TheStalwart

One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.

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Joe Weisenthal@TheStalwart

2026.09.28 15:08

Government spending is really high. But it might be good, since the recipients of that cash can invest in datacenter development. And of course hyperscaler spending is enormous, so the recipients have to find safe places to place to store that cash, like in US Treasuries.

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