# AI capex — X 热门讨论 (2026-10-09 10:14 UTC)
## @0xsmac (smac) · 10-08 11:09 · ♥30 ↻0 💬19 what is the most consequential belief that if false would have the largest impact on risk assets (ideally in a systemic way but that’s asking a lot)
can’t be something widely debated (ai capex slowdown / growth)
i mean equivalent to “us housing can’t go down nationwide at once” https://x.com/0xsmac/status/2108152807761272882