This guy preaching the most levered infrastructure plays that wont be relevant in less than a decade cuz the hyperscalers will just do it better. At heinous multiples too. Despite forecasted EPS growth for the spy of over 25% think the US in a reaaaalll tough spot
2026-10-21 00:50:58
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Chris Hernandez :
Slip into a recession? We’ve been in one for years
2026-10-21 00:39:46
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snarcusaurelius :
Recommending coreweave after last week is willddddd 🤣🤣🤣🤣🤣
2026-10-20 23:59:35
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scottlewis836 :
People don't want them...and what comes with them. Please read the memo.
2026-10-20 22:42:14
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