Debt Ceiling Debate, Homebuilders & The AI Race
MRKT Matrix
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The Contrarian Call to the NASDAQ
I think AI is going to be a big deal, but I don't think it's going to change our lives. And keep in mind, if AI takes over, people lose jobs. So that's actually not good for parts of the economy. We've seen plenty of AI companies that are pre-revenue being minted with $1 billion valuations. But this is also not something that you're going to get gratification on by December.
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