NVIDIA EPS estimates have fallen over the past 30 days. Are analysts finally figuring that all the leading LLMs are indistinguishable from one another and are more like airlines than monopolistic social media platforms?
https://x.com/PeterBerezinBCA/status/1811456035372302584
Inflation is down and the labor market is “stabilizing” … except that the unemployment rate almost never goes down and stays down. History!
https://x.com/PeterBerezinBCA/status/1811392201185763640
