I'm very curious if this push and implementation of factory construction will mean the end of another cycle where factory production capacity will match (or exceed) total demand. Either way, a capex this high may reduce FCF and margins, but theoretically through to fair valuation as some of the geopolitical risk falls away.
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I'm very curious if this push and implementation of factory construction will mean the end of another cycle where factory production capacity will match (or exceed) total demand. Either way, a capex this high may reduce FCF and margins, but theoretically through to fair valuation as some of the geopolitical risk falls away.