Investors are clearly pricing in enormous growth from AI but are these expectations too high?

Yes, Charlie, they're too high.

— Claus Vistesen (@ClausVistesen) May 19, 2023

🚩🚩 pic.twitter.com/MSC2i3ykKl

— Hedgeye (@Hedgeye) May 19, 2023

That's the week.

In summary, "We're At A Very Bad Moment":https://t.co/l90DhpL8Sm

Yesterday, we were told we're at a very good moment.

These markets are driven by those will believe anything.

Except the truth. pic.twitter.com/rD0fHZg6ho

— Mac10 (@SuburbanDrone) May 19, 2023

It's a hard choice, but this will be the chart of the week: pic.twitter.com/VqNklAoIzt

— Mac10 (@SuburbanDrone) May 19, 2023