- Entry
- $206.00
- Now
- $205.28 -0.4%
- Target
- —
- Score
- —
Hello folks. What do railroads in the 1880s, telecom fiber in 2000, and AI infrastructure in 2026 have in common? Each was a capex cycle where the shovel-makers got rich first and lost the most once the cycle finished. I believe this may happen in 2027-2028 and will be doing heavy shorts likely after the initial IPO pop, late 2026. The AI bubble, the so-called "K-shaped economy", everything points towards one thing and one thing alone: the US economy right …
— ORIGINAL POST ·
The Capex Unwind Thesis 2027 - 2028
· r/stocks
· May 24, 2026