@BullTheoryio Markets are already pricing this in, but the Fed’s not going to love the headline.
Four checks I run on the levels underneath lately. https://t.co/pfHsRXveXl
@amitisinvesting Honestly, if the TAM is $30T, that math only works if they're pricing in AI replacing every human job on earth.
My first read on the underlying trend this afternoon → https://t.co/dgax6G8hFK