Edward Dowd says forward buying before actual use is common during capex booms, comparing it to the late 1990s telecom and fiber buildout. He warns physical constraints, delays and financing pressure can turn a surge into a slowdown.
published
Edward Dowd says forward buying before actual use is common during capex booms, comparing it to the late 1990s telecom and fiber buildout. He warns physical constraints, delays and financing pressure can turn a surge into a slowdown.
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$NBIS market result
I sold the $230 Puts on $NBIS for $4.30 - expiring Friday
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