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Carl Quintanilla
carlquintanilla.bsky.social
did:plc:z6rujpf4u56jfie7aqic2nfg
Goldman sees hyperscaler capex growth slowing down dramatically, beginning in Q4.
A reversion “back to early 2023 levels would imply 15-20% downside to the
current valuation multiple of the S&P 500 ..” 👀
2025-09-08T23:24:06.507Z