I wish this was higher up. I have been tracking the same since Thanksgiving ‘25 and the growth is unreal. Again I don’t know where the cards fall maybe the industry overspent on capex but it’s at least easier to see why they are spending based on demand. The risk of being left out is greater than overbuilding.
I wish this was higher up. I have been tracking the same since Thanksgiving ‘25 and the growth is unreal. Again I don’t know where the cards fall maybe the industry overspent on capex but it’s at least easier to see why they are spending based on demand. The risk of being left out is greater than overbuilding.