We could be looking at a market that roars, but no.
The old issue that is coming up in full now? Real GDP growth. We have crap for that because of supply side econ policies.
If I am right, this market will tank. The public and private debt is going to be high risk. If I am wrong, this market may surge.
Simple question: do you have the bear case?
This is on the earnings surge.
No, I am not trusting, so I ask: do you have the bear case?
Tesla, Microsoft and Apple are designing more efficient AI chips. The products have launched already. Future generations of the chips will be even better.
Leaves Nvidia where?
The W did not form.