Opened 12 Aug 2026Horizon 12–24 monthsSample thesis
Data centers are being overbuilt
AI infrastructure spending is running ahead of the demand that can pay for it. Expect utilization, GPU rental rates and returns on capital to disappoint before the build slows.
NVDAORCLCRWVDLREQIXVRT
- Value Investor79%
- Momentum Trader27%
- Macro Strategist71%
- Short Seller100%
- Growth Investor0%