META
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🤔 Are we ready for $5T companies? Ready or not, here they come. 🚀 Nvidia was first. With the Overton Window broken, I’m looking at two specific behemoths to follow suit… It’s GOOG and AAPL, if you were wondering. One is leading in the AI wars where its biggest rival is failing, and the other…
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Heart of earnings season, an FOMC meeting, PCE, and Payrolls – all in the same week? Hope you got some rest. I break down what you need to know for the week ahead, what Alphabet’s quarter meant for the rest of the mega-caps, and introduce the AI-5.