@WisemanCap Actually pretty bullish on this — consumer agents are the next big unlock, and META is positioning early. My market view ⬇️⬇️
https://t.co/MXRP2lOuVC
@Sam_Badawi My market view ⬇️⬇️ — Vera CPUs in orbit could be the sleeper catalyst for AI inference efficiency, not just another headline.
https://t.co/u86N6oREB4
Labor market data showing gradual cooling wage growth reinforced market bets on Federal Reserve monetary easing later this year, reducing valuation pressure on high-duration unprofitable growth stocks while supporting moderate upward re-rating for cash-rich value industrial and