For everyone getting all bricked up about billion dollar investment announcements - just ask yourself some simple questions - where is the money? Do you see it anywhere on our books? Where is the new customer demanding any kind of capacity add?
I can tell you all day that I’m PLANNING to buy a lambo in the future - but you shouldn’t get too excited until you see it in my driveway.
It’s Q4 and it’s bleak - don’t believe the hype.