116
submitted 2 days ago by yogthos@lemmygrad.ml to c/news@hexbear.net
you are viewing a single comment's thread
view the rest of the comments
[-] LeninWeave@hexbear.net 14 points 2 days ago

The bull case has merit. Enterprise ROI is measurable. Hyperscaler balance sheets are strong. Investment as a share of GDP remains below historical peaks. Efficiency gains may outpace demand growth.

The bear case has merit. Circular financing amplifies correlation risk. Thermodynamic limits are non-negotiable. Depreciation accounting may be masking massive losses. Valuation metrics are historically extreme.

I like how the bull case is literally all made up vague nonsense, whereas the bear case is mostly hard facts and incontrovertible realities.

this post was submitted on 14 Dec 2025
116 points (100.0% liked)

news

24484 readers
772 users here now

Welcome to c/news! Please read the Hexbear Code of Conduct and remember... we're all comrades here.

Rules:

-- PLEASE KEEP POST TITLES INFORMATIVE --

Overly editorialized titles, particularly if they link to opinion pieces, may get your post removed.

All posts must include a link to their source. Screenshots are fine IF you include the link in the post body.

If you are citing a Twitter post as news, please include not just the twitter.com URL but also Xcancel.com (or another Nitter instance). There is also a Firefox extension that can redirect Twitter links to a Nitter instance, such as Libredirect or archive them as you would any other reactionary source (archive.today, web.archive.org, ghostarchive.org). Twitter screenshots still need to be sourced or they will be removed.

Mass-tagging comm moderators across multiple posts like a broken Markov chain bot will result in a comm ban.

Repeated consecutive posting of reactionary sources, fake news, misleading / outdated news, false alarms over ghoul deaths, and/or shitposts will result in a comm ban.

Neglecting to use content warnings or NSFW when dealing with disturbing content will be removed until in compliance. Users who are consecutively reported due to failing to use content warnings or NSFW tags when commenting on or posting disturbing content will result in the user being banned.

Using April 1st as an excuse to post fake headlines, like the resurrection of Kissinger while he is still fortunately dead, will result in the poster being thrown in the gamer gulag and be sentenced to play and beat trashy mobile games like 'Raid: Shadow Legends' in order to be rehabilitated back into general society.

founded 5 years ago
MODERATORS