
Taking Stock Of The Debt Deal
MRKT Matrix
00:00
The Fundamentals of AI
This reeks of what we saw two decades or so ago, Dan. The biggest winners back then, well, they didn't have the earnings that these companies have right now. If mega cap tech, if they lose this one, you're going to see an acceleration on a day where you already see commodities trading horribly. You're seeing banks really traded poorly. That is the trifecta to me right there.
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