Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $8B+ for clients.
加入 February 2011
1.6K 正在關注 16K 粉絲
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
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