Joe Weisenthal
@thestalwart
One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
ID: 14096763
https://www.bloomberg.com/account/newsletters/odd-lots 07-03-2008 19:37:09
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From Paul Kedrosky. AI capex is a bigger deal than the telecom buildout. But still nowhere near as big as the railroad buildout.
