Lawrence Hamtil
@lhamtil
Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Joined May 2015
2.5K Following 39.5K Followers
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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