Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today
Already have an account? log in
Hyped-Up Hyperscalers
The big guns report this week. Israel will be firing lots of large weapons.
See what I did there? N
In re: Kostin remarks. Presumably a bright person at a high-toned Wall Street firm. However, the last cited paragraph is simply an expression of the inevitability of declining growth in every firm. Only so much of the output of any company can be consumed before demand becomes saturated. Nothing can grow indefinitely and when that something is also concentrated something bad is going to happen. It’s the law (stat and econ).