Lawrence Hamtil
@lhamtil
Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
参加 May 2015
2.5K フォロー中 39.5K ファン
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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