The hyperscalers stock prices are declining. Slowly within the hyperscalers voices are emerging questioning capex vs immediate ROI. Well no one can truly question long-term ROI, because that needs to be seen 
, The profits of $MU of the world and all FCF going towards capex will soon/ if not already start some discussion around the boards… I think it is not if, but when the first one blinks…
Now, the question is where do we find safe hiding space?