Reminder: Hyperscaler Capex is bigger than Federal Stimulus Package

I don't have any new picks to share - MCD, DKS, and DG are all just sort of hanging out since I picked them up a couple weeks ago - and I don't have a ton of cool DCF analysis to compute fair value.

But when you consider what's fair value in the first place, remember, hyperscaler capex is like a massive stimulus fund, concentrated into a few sectors, and is showing zero signs of slowing down. Uncle Google and Aunt Meta have insane amounts of cash, generate insane cash, and can pay down any debt they've amassed so far.

So don't get risky, but stay frisky my friends. If you've got a long term compounder in the power / infrastructure space on your radar - ETN is my fave example here - there's no time like the present.