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Quote

To say that what we're experiencing today does not have bubble like ch

From Excess Returns · Jun 6, 2026

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To say that what we're experiencing today does not have bubble like characteristics because their earnings actually ignores the long historical record that anytime there is a technology driven bubble, there are always real earnings.
Cameron Dawson
The SpaceX IPO… What Happens When $1.75…
Excess Returns
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