By TheStreet
Publication Date: 2026-10-15 20:56:00
00:02 Speaker A
Uh, I think that one of the key ways to do it is to look at the companies that seem foundational. You know, an Nvidia for example, is a foundational company. They are they are involved in the build out, for example, and I don’t really see that as being something that, you know, that that is going to change.
00:16 Speaker A
There are there are other components of the market where again, you’re starting to see these companies take huge amounts of debt on. So they might be foundational companies, but they also might be creating a mismatch for themselves.
00:29 Speaker A
And and there I’m thinking about the Metas of the world and the and the Alphabetts of the world, which are great companies and I have no problem having exposure to them, but, you know, debt is an entirely different set of factors than equity just because of the of the time importance of of the cash flow.
