D1ane
02:48

I’m picking C. 🤖 What stands out in James Early’s outlook is that AI leadership may be broadening beyond the Mag 7. While he highlights U.S. debt, rising interest costs and dollar dominance as important macro risks, I think the bigger investing takeaway is finding durable companies that can benefit from the next wave of AI spending. 👀
# Fed Hikes for First Time in Three Years — Why No Market Relief?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

  • Top
  • Latest
  • sadsam
    ·03:22
    I care more about the second wave winners outside the Mag 7. Vertical data moats usually hold up better once AI spend spreads.
    Reply
    Report