All the bearishness has me so bullish. AI capex is TOO HIGH, therefore the datacenter stocks are crashing. $IREN $NBIS $INTC has supply constraints because demand is too high. Crashing. $AMZN’s grocery segment is sluggish and AWS is up over 50%. Crash. 10 year is back below 5.00% $TLT, and growth stocks are still descending. $OPEN adds @mikealfred to the BOD and @nejatian launches P3 beta. 52-week low. What a bunch of morons out there.
Grayson GistShare
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