#1127 Cheating the Depreciation Schedule
In this episode, Jon G. Sanchez reviews Jim Morrow’s perspective on the current AI-driven market environment. The conversation outlines why Morrow describes artificial intelligence as the most crowded trade in market history and examines why he views the pace of a potential unwind as gradual before accelerating.The discussion also explores the accounting considerations influencing companies such as Meta and Oracle, along with an overview of why several high-profile trillion-dollar deals appear more aligned with short-term trading behavior than long-term investment positioning.These themes…
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