$662B of signed data-centre leases sat off the top five hyperscalers' balance sheets at end-2025, and I am trying to underwrite a terminal margin on the group. I own some of it. I am not short anything. The question I …
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Goldman Sachs Global Investment Research's latest hyperscaler numbers imply a US-to-China capex ratio of 7.8x in 2025, 7.5x in 2026, and 8.3x in 2027, on $764B US versus $102B Chinese cloud spend in 2026. Goldman's November 2025 publication had China's …
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WOTC parent Hasbro (HAS) is going to report earnings pre-market 7/21/2026. I expect a beat above expectations as MTG's growth is likely outpacing the analyist consensus views. For those unaware, Hasbro at this point is basically a mostly deadweight traditional …
Got this for insurance but have a hunch the hyperscalers are going to announce sustained or elevated capex. Do I just hold it though and basically pay the insurance or kick it and live or die by the next two …
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