StockDuty Jun 14, 2026 07:03 AM ET
CatalystMacro

UNEMPLOYMENT GOING DOWN REALLY BLOWING UP THE AI CAPEX IS NOT A PROBLEM FOR THE FED NARRATIVE

UNEMPLOYMENT GOING DOWN REALLY BLOWING UP THE AI CAPEX IS NOT A PROBLEM FOR THE FED NARRATIVE AI WAS IN THEORY SUPER BULLISH RISK BECAUSE IT WOULD DRIVE EARNINGS HIGHER AND FORCE THE FED TO CUT BECAUSE IT WOULD DRIVE UNEMPLOYMENT UP FOR NOW LABOR REPLACEMENT SEEMS VERY FAR OFF — VIA @REV_CAP
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