this question could be reasonably asked of any company's capex expenditure, no? reasonably I will trust until proven otherwise that companies as successful as our biggest ones know what they are doing vs. 76.89% of HN claiming some sort of fictitious "bubble"

it is same thing we keep hearing for about a decade now how "recession is imminent" which of course it'll eventually happen, it always does, you just have to predict it for 10-15 years and one day you'll be right... same thing with this "bubble" - there will eventually be a "pull back" - prolonged capex of this magnitude is not something any company will do but it is getting so boring here on HN hearing about this amazing 'bubble' that is about to pop and we just keep sitting and waiting for this magical moment while the companies, in a very, very, very bad economy are crushing earnings...