Our Models Prove It: AI Is Already The American Economy's Superman

Bryce Smith

29 Apr 2025 — 8 min read

There is a lot of FUD (fear, uncertainty, and doubt) surrounding The AI Revolution and the American economy more broadly right now. The many bearish macro themes dominating headlines these days – including tariffs, end of U.S. hegemony, collapsing dollar, recession, DOGE cuts, etc. – has resulted in a big pullback in U.S. equities. Even though things have sort of popped/stabilized over the last week or so, the Mag 7 are still down slightly over 20% from their highs last December:

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Where We'd Buy More Spreadsheet

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Trade Alert: Staying On Our Toes

Bryce here. As Cody often reminds us, if you were losing sleep when things were down big on Monday or a couple weeks ago when people were panicking about another Black Monday or last week when people were predicting a New World Order wherein the USA would be on an