The Amazon Of...
Update: 2025-05-10
Description
In this episode I talk about
The big macro:
- Fed interest rate decision, strong labour market, the lack of a need for premature rate cuts, Trump vs Powell.
- Strong demand for 10 year note auction, no disruption to global order, strength of the US economy, UK/US trade deal, potential China deal and more.
Earnings:
- PLTR, AMD, and CPNG
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