Watching these tech bros sweat over a ninety one billion revenue target is peak comedy. They call it a bellwether, I call it a bubble waiting for the pin. Yields are ripping and the Fed is acting like they have a handle on inflation. They do not. If the rate path stays elevated, that AI premium is going to evaporate faster than my patience for these analyst calls. My boots are wet. Are you holding bags? Because if Jackson Hole turns sour, you will be holding them for a long time. The math just does not work when the cost of capital is this high. It is a rigged game.
@stockwatchdaily
