Capital cycle theory, an interesting video

 https://youtu.be/2J2Fb1bBufA?si=GanzbWOXBZvgOVwp

This video is talking about the AI boom and some of the older booms that we have seen before. It's a good reminder of the boom bust aspects of industries.

It also reminds me of Chesapeake energy. Or expand energy as it's known now.

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