Prof G Markets
@ProfGMarkets
Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI.
Hosted by @profgalloway and @edels0n
71 Following 8.3K Followers
Ed Elson (@edels0n) and Tom Lee (@fundstrat) on the AI bubble debate, and who's most convinced it's a bubble.
"A lot of people miss the AI trade. The ones who've missed it are the ones that are most declarative that this is a bubble."
This is from today's episode: 'Tom Lee: The Correction Is Over — Stocks Are About To Surge'.
Show more
@edels0n Tom Lee is the co-founder, managing partner, and head of research at Fundstrat Global Advisors. Patrick McGee (@patrickmcgee_) is an award-winning journalist and author of Apple in China.
🔗's 2/2:
Apple:
Spotify:
–
Show more
Tom Lee: The Correction Is Over — Stocks Are About To Surge
Ed Elson (@edels0n) is joined by Tom Lee to assess the market following the recent tech sell-off and what investors should expect following the midterms.
He also shares his forecast for where the market will end the year.
Then, Patrick McGee returns to break down Apple’s latest earnings and how the rollout of the iPhone Duo is going so far.
Finally, Ed shares a quick message about the midterms.
🔗's 1/2:
Youtube:
–
Show more
Big one with @edzitron today👇
