Steve Says 4-5 Simultaneous Capex Booms Rival the 19th-Century US Railroad Buildout
MatthewChang · x · 2026-07-25
Industry executive Steve points out that we are currently experiencing 4 to 5 simultaneous capital expenditure (capex) booms. He compares the scale of this infrastructure buildout to the late 19th-century US railroad construction, viewing it as a once-in-a-century industrial cycle.
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