Latest / Rigatoni Capital Podcast
When the CapEx Spigot Closes | Bagholder
Kevin, aka Bagholder, is back on the Rigatoni Capital Podcast and came prepared. This episode we go deep on the hyperscaler CapEx cycle and what happens to Nvidia when Microsoft, Google, Meta, and Amazon eventually pull back on spending. Kevin draws a compelling parallel to what happened to Intel and Cisco when Dell cut its CapEx in 2000, and the numbers he found are worth taking seriously. We also get into Gold, Silver, and Bitcoin, including how Kevin went from gold maximalist to Bitcoin believer after a five-hour drive to Las Vegas and a genuine deep dive into the white paper.
Check out…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.