Current levels of capital expenditure by large technology companies are necessary for the AI arms race and are not indicative of a bubble.

“This just shows that these companies they see the monetization path it's happening now to investors be like why would you not slow up because they have to accelerate because of the arms race that's playing out. So when you look at earning season in the last few weeks, it's further validated that thi”

The presence of heavily armed ICE agents on streets creates an environment of fear that is unwelcome to most Americans.

“You don't expect masked people with, you know, machine guns on the street that can stop you and ask you who you are. And I think that is what has really rattled the American voter, the independents, some Republicans in polling and all Democrats. thinking, "I don't want to live in a country where thi”