sitting in $134B ... plus, sold his airlines positions ... he never seemed so sad until now ..
maybe like all of us, he also needs a haircut ..!
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AI capex pressure are showing up in GOOG and TSLA earnings...
Although sellers like INTC and DELL become the beneficiary of the AI boom
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GDP & Nuclear warheads of various nations : Russia 2.714T 5,500 India 3.9T 180 China 18.74T ...
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It will percolate in CPI in future .. still expecting many rate cuts this year .. think again ..!
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Gold reaches all time high indicating inflation in future; so why are we expecting Fed to cut rates ..?
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