- Daily Chartbook
- Posts
- "AI is scaling three times faster than any IT wave"
🇺🇸 INDEPENDENCE DAY SALE 🚨
Subscriptions are on sale for a limited time!
Use the following link to take 25% off your first year of Daily Chartbook:
Discount applies to first year. Annual plans only. Ends July 6 at 11:59pm ET.
1. Cyclical GDP. "Cyclical GDP keeps climbing, but the strength is narrow. Housing construction is in free-fall, while business equipment carries the whole basket."
2. USD vs. Trump. "If Trump history does rhyme (it did so far), the dollar enters a firmer phase."
3. MAGS vs. RSP. The Mag 7 (MAGS) are at new +1-year lows relative to the broader market (RSP).
4. MAGS vs. the field. The YTD rally in everything but the Magnificent 7 is being funded, at least in part, by the Magnificent 7.
5. AI economy. "AI is scaling three times faster than any IT wave".
Reply