Post #2727646

If you wan to know if a bubble pop just look at the fundamentals. Yes, I know, especially during bubbles people tell you that fundamentals don’t matter but they always win in the end. The thing is that you cannot bet on them because the market can always stay longer irrational than you can stay liquid. Eventually however it always corrects on the fundamentals again. Those can change of course over time but looking at the insane amounts of money flowing into data centers with no possible way of recovering that cost, I think the picture is clear. The only question is when it implodes. Within a year, within three? Who knows.