Thursday, October 29, 2020

US GDP grew 33.1% in 3rd Quarter ...

although its a false comparison, as the base was Q2 when he economy was in a lock down. 

IJC: 700K CJC: 7M still high but improving


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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