Lawrence Hamtil
@lhamtil
Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
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Please enjoy our latest episode on Corning in the 21st century, particularly the roles that its products play in the technology and information ecosystems
Very good Carlyle paper on AI and the tech supercycle.
Notable chart is how much of tech sector earnings growth is investment-related, not cash earnings
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You have got to be kidding me
