EPISODE · Apr 10, 2026 · 56 MIN
When the CapEx Spigot Closes | Bagholder
from Rigatoni Capital Podcast · host Colin Santucci
Kevin, aka Bagholder, is back on the Rigatoni Capital Podcast and came prepared. This episode we go deep on the hyperscaler CapEx cycle and what happens to Nvidia when Microsoft, Google, Meta, and Amazon eventually pull back on spending. Kevin draws a compelling parallel to what happened to Intel and Cisco when Dell cut its CapEx in 2000, and the numbers he found are worth taking seriously. We also get into Gold, Silver, and Bitcoin, including how Kevin went from gold maximalist to Bitcoin believer after a five-hour drive to Las Vegas and a genuine deep dive into the white paper.Check out Kevin's newsletter Mytwocent$ on Substack: https://bagholder.substack.comRigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Nvidia #NVDA #CapEx #Gold #Silver #Bitcoin #BTC #Hyperscalers #AIstocks #Microsoft #MSFT #Google #GOOGL #Meta #META #Amazon #AMZN #stockanalysis #marketwatch #wealthmanagement #RigatoniCapital$NVDA $MSFT $GOOGL $META $AMZN $GLD $BTC $SLV
What this episode covers
Kevin, aka Bagholder, is back on the Rigatoni Capital Podcast and came prepared. This episode we go deep on the hyperscaler CapEx cycle and what happens to Nvidia when Microsoft, Google, Meta, and Amazon eventually pull back on spending. Kevin draws a compelling parallel to what happened to Intel and Cisco when Dell cut its CapEx in 2000, and the numbers he found are worth taking seriously. We also get into Gold, Silver, and Bitcoin, including how Kevin went from gold maximalist to Bitcoin believer after a five-hour drive to Las Vegas and a genuine deep dive into the white paper.Check out Kevin's newsletter Mytwocent$ on Substack: https://bagholder.substack.comRigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Nvidia #NVDA #CapEx #Gold #Silver #Bitcoin #BTC #Hyperscalers #AIstocks #Microsoft #MSFT #Google #GOOGL #Meta #META #Amazon #AMZN #stockanalysis #marketwatch #wealthmanagement #RigatoniCapital$NVDA $MSFT $GOOGL $META $AMZN $GLD $BTC $SLV
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When the CapEx Spigot Closes | Bagholder
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