Almost all of my analysis right tells me that the US economy, mostly directly because of The AIRS Revolutions, is as strong as it's ever been in my career and that the few indicators that are not wildly strong/bullish are not as weighted as the many that are.
I don't think higher rates are going to cause any bank runs. Much more impactful, IMHO, is the fact that millions of banking customers are about to start using Muse or Dots or Bots or other agents to make the banks stop screwing them on fees, rates, etc.
Here are the Top 8 Best Posts On X I’ve seen lately with some commentary to illuminate why they are so important.
People ask me all the time, "What's the next NVDA, Cody?" I'm often answering that question with this comment, "NVDA might be the next NVDA."
You wanna know what’s really insane? This whole discussion has been only about the incredible growth in spending to build out The AI, Robotics, and Space Revolutions. But it actually understates how wildly impactful The AI, Robotics and Space Revolutions are on personal and corporate profitability.
