The S&P 500’s 10 largest companies make up a record 40% of the index’s value. These valuations suggest AI will deliver $1T in cost cuts or revenue growth within 2–3 years. That assumption is shaping how I think about AI. Read more in our markets newsletter: www.profgmarkets.com/p/the-photo-...
And you haven’t even mentioned how much of the AI investment is on the back of unregulated private financing. Anyone remember the subprime mortgage crisis? Now you’ve got partisan hacks in charge, good luck cleaning up that mess.
Excellent analysis on the China+India+Russian alliance and reporting on the Trump family griftocurrency gains.
Like trying to assume the dinner behavior of a schizophrenic.
We will see. The implementation to do all those changes is going to take a lot more time than I think they are accounting for. What worries me more is how much this administration is hyping up Crypto.
And if it doesn’t and instead it becomes a massive capex gorilla on the back?
ridiculous. those valuations suggest nothing more than a bubble of delusion.
Goldman predicting significant drop in CapEx from the big hyperscaler starting in Q4 2025. Would seem valuations are untenable if true.
What if the market is not correct?
Man, 40%?! AI better deliver on its promises or there will be global economic chaos.
You're just as fucken corrupt as all those shit stained state-enriched Billionaires ya ugly fraudulent phony.
Fun episode. For the meme coin, suggest a co-brand with South Park and Newsom. All kinds of marketing / episode opportunities to "flood the zone" and get people excited.
THIS.
"Underneath all this shit, the has to be a unicorn someplace."