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