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Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models

The Compound and Friends

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Historical Insights on Market Trends

This chapter examines historical patterns of the S&P 500 and NASDAQ, particularly in years when these indices peaked early, drawing parallels to 1994 as a cautionary example. It discusses the impact of Federal Reserve rate hikes, the resilience of corporations, and the performance of major tech firms, particularly the MAG-7, against the backdrop of current market dynamics. The analysis highlights the unpredictability of corporate earnings amidst recession fears and emphasizes the confidence investors have in technology-driven companies shaping the future.

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