Feb. 3 at 10:58 PM
$SPY $IWM $QQQ If the market is right about software, we're about to see one of the largest deflationary cycles we've ever seen. The fed will likely need to go to 0.
$TLT The AI companies don't realize they're destroying their TAM with every update. Who's going to be left as a client? Joe blow and his 5 man construction crew? Yes, which is why small caps are the best play here. But the huge enterprises contracts? Nope.