Watching 2 and 3 happen in real time is crazy. Companies are being considered more successful just because of the level of capital commitments they are willing

Watching 2 and 3 happen in real time is crazy. Companies are being considered more successful just because of the level of capital commitments they are willing to sign and not because fundamentals. Which of course I know there’s more to it than that but the order of magnitude of the commitments and debt is mind boggling.