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Comments (2)
Yeah, I've seen some of that myself. It's definitely more than the usual shuffling. Feels like they're either preparing for a major project push in certain areas or, honestly, making space for new tech/phasing out older stuff faster than anticipated. The urgency does make you think something specific is driving it, though.
Interesting you bring that up. We've had a few unusual asset movements too, felt a bit like a house cleaning. My guess is they're optimizing inventory across the board before year-end, or perhaps repositioning for a specific market trend they see coming. Always hard to tell with the big players, but I'm curious to see if it leads to anything.