@JDStokes79@unusual_whales Dude. The consumer sentiment index is at an all time low. Lower than 2009. Things are not going well for anyone but the 1%
https://t.co/LOFOcCqqmq
@ZZig721@charliebilello Hey dumbfuck. Almost half of it is from micron which is recognized as revenue to micron but capex to hyperscalers. This isn’t a sustainable step up in earnings power - it’s a short term asymmetric accounting treatment.