Thursday, June 10, 2021

Is it transitory ..?

 CPI [headline] 5% YOY but teenies came down to 1.472 from 1.68 [from mid-May]

& SPX near all-time high ..!

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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