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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Macroeconomic Trends & Risks
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Author: tjscott0   😊 😞
Number: of 4460 
Subject: Re: Big Tech needs $1.5 trillion to fund the AI boom
Date: 11/14/25 8:52 AM
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No. of Recommendations: 3
"I'm thinking the tech stock bubble in 99."

And today's overbuilding of EVs battery factories.
insideevs.com - Battery capacity outpacing demand

Capacity to build EV batteries far outstrips demand globally, a new report says.
It’s worst in China, but the overcapacity issue exists in every major market and poses financial risks for battery makers.
Material and production costs are still high, which means EVs often aren’t cheaper than gas cars, reducing demand.
In North America, there is 1.9 times as much capacity as demand. In Europe, the capacity-to-demand ratio is 2.2.

And China, there is an absolutely stunning flood of capacity: 5.6 times as much battery-building capacity as there is demand for batteries.
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