Investors Are Turning Against Data Centers (Here's Why)
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Today is number forty. That's the percentage of global container exports that come from China. Ed, this morning I decided to play Frisme with my youngest and it kept getting bigger and bigger and I couldn't figure out why. And then it hit me.
It's kinda cute, right? It's
kinda cute. Dad jokes 101. Does it make you want to have kids? Absolutely. I can see it now. Frisbee in the backyard, playing catch. I'm I I'm already I'm already very excited.
Yeah, them screaming I hate you and not coming home and you're up late worried. Yeah. Yeah, that's part of it too, just so you know. Yeah, so you know. Oh, damn. Okay. It's not what they advertised. I'm having such a nice time. Uh my son, as you've probably heard, is a freshman at college and I call him every day to relive college. I'm having such a I'm back at college. You're calling him every day? Let's ease up on that. I speak to both my sons every day.
Wow. And maybe maybe I dn just don't don't speak to my parents enough or didn't speak to my parents enough. So I think what you're saying is your parents didn't give you enough love.
No, I it's uh it's kind of my I think of it as my I do it a couple for a couple r well, I'm purchasing right now, but it's good I think it's more for me. It lowers my bread blood pressure to hear my boys' voices. But I think that uh Yeah, I think it's good for both of us. You're probably right. I'm probably being quite um Unfair. And it's not like a long drawn out conversation where I give them a lesson about interpreting Odyssey for their life. It's it's hey, what'd you do today? How'd you do on the biology test? Bitch, you're not working on paying for everything you need to do better. And then You know, who who are they playing this weekend? What's going on? All right. Have a good rest of the night. I love you.
It as long as it's
Quick and crisp. Yeah, you're right. Because actually I think one of my problems with my conversations with my parents is we don't talk for a while and then each phone call, you know it's gonna be like a thirty to forty five minute thing. Cause you there's so much context that you gotta catch up catch them up on. So yeah, maybe that's the solution. Just sort of like a one minute check in daily. It d it sounds like a lot though, but maybe
it's good. Oh, it's such a good hack. It's Pick up the phone, what's going on? What are you doing? It's sets it's like a I'm I'm serious, it's like an anchor for me emotionally and mentally, just hearing their voice quick and occasionally they don't answer, so I just call back like an obsessive girlfriend. I'm like, there's no hiding from the dog. There's no hiding from the dog. And then I start texting them and I'm like, You know I haven't paid your tuition yet. Pick up the phone.
Do you schedule the phone calls or you just Spontaneous.
I try and do it around the same time so I know that they're free. I find I try and do it kinda like m a little bit before bedtime, sort of as a I I I like the idea that our conversation on the last thing is a
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Chapters
5 chapters
1
What is the main topic discussed in this episode?
0:01–22:47
2
Why are investors growing anxious about the data‑center build‑out?
22:47–32:35
3
How does the Oracle force‑majeure notice illustrate the uncertainty in the sector?
32:35–34:41
4
What risks are driving Wall Street’s skepticism toward data‑center companies?
34:41–48:33
5
Is the current slowdown in data‑center IPOs a signal of a broader market correction?
48:33–1:11:35
Speakers
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