@DarioCpx@sama AI solves the manpower problem, we only have so many people on earth to interpret data, AI can do this at scale. We could solve something like Cancer with existing knowledge, maybe just a different application.
We are actively shooting down $20k drones with $2-4 million dollar missiles…
We are also burning through an already depleted supply of these expensive interceptors, which we may actually need in the Pacific.
We need chips.
We don’t need anything in the Middle East.
With buybacks providing the needed buy-side liquidity into a seasonally strong time of the year, markets will have some fundamental support over the coming weeks.
UBS: Corporate Buyback will go from the lowest seasonality (this week) to high (or even peak) seasonality at $30-50 bn per week for the next six weeks until the end of March.