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Our shoe shiner giving stock advice moment
Investor summaryBearish
Author compares absurd space data center rumors to the shoe shine boy theory, signaling a market top.
Bear points
- The market has reached a bubble phase where absurd concepts like space data centers are being discussed.
- Physical and financial resources on Earth are already insufficient for current data center expansion.
AI 资本开支
Post body
The common parable delivered by JFK's father about getting stock advice from the shoe shiner being an indicator of time to sell.
Our moment will be when people look back and remember hearing "we are going to build data centers in space." We don't even have the resources and money to keep building then on earth. It would be 1000x harder/more expensive in space, and that may be underestimating it. How expensive would it be to send an IT guy to turn it off and on again?
We're cooked
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