Sonu Varghese(@sonusvarghese):The AI buildout is massive and hence the enormous stakes 😬 Last 2 days S&P 500: -4.4% Nasdaq: -4.2% Dow: -0.5% Why the nerves? $1.4T in AI capex planned for 2027, plus $4T+ in off-balance-sheet commitments🤯 New blog 👇 @ryandetrick @CarsonResearch https://t.co/8yactrsxjs

Sonu Varghese

@sonusvarghese

Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.

参加 February 2011

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Sonu Varghese@sonusvarghese

2026.11.05 23:36

The AI buildout is massive and hence the enormous stakes 😬 Last 2 days S&P 500: -4.4% Nasdaq: -4.2% Dow: -0.5% Why the nerves? $1.4T in AI capex planned for 2027, plus $4T+ in off-balance-sheet commitments🤯 New blog 👇 @ryandetrick @CarsonResearch