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Could the S&P 500 be poised for a 40% rally? 🚀 The math is simple: • AI Implementation = Less need for human capital • Less Overhead = Massive margin expansion • Higher Margins = Skyrocketing corporate earnings & GDP The AI revolution is a fundamental reset for the...

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James Roppel

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14,701 views • 3 months ago •via X (Twitter)

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We’re witnessing the strongest lockout rally in history. 📈 Despite global conflict and private credit concerns, the market barely saw a 9% pullback. Why? Because AI is bubbling under the surface, supporting every move. We’ve never seen anything like this. 🚀 #StockMarket #AI #Investing #BullMarket #MarketRally #RoppelReport #IBDPartner MarketSurge
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We’re witnessing the strongest lockout rally in history. 📈 Despite global conflict and private credit concerns, the market barely saw a 9% pullback. Why? Because AI is bubbling under the surface, supporting every move. We’ve never seen anything like this. 🚀 #StockMarket #AI #Investing #BullMarket #MarketRally #RoppelReport #IBDPartner MarketSurge

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Remember the dot-com blow-off? 📉 The Nasdaq doubled in just nine months during that final run. But here’s the kicker: I think the AI revolution is going to be even more impactful—both for businesses and society. We could be looking at a market rally that makes the '90s look tame. 🚀 #StockMarket #Nasdaq #AI #InvestingHistory #RoppelReport #IBDPartner MarketSurge
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Remember the dot-com blow-off? 📉 The Nasdaq doubled in just nine months during that final run. But here’s the kicker: I think the AI revolution is going to be even more impactful—both for businesses and society. We could be looking at a market rally that makes the '90s look tame. 🚀 #StockMarket #Nasdaq #AI #InvestingHistory #RoppelReport #IBDPartner MarketSurge

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The Dow and S&P 500 closed higher after a late rally erasing declines from most of the session after data showed the economy contracted in the first quarter for the first time in three years
2:05

The Dow and S&P 500 closed higher after a late rally erasing declines from most of the session after data showed the economy contracted in the first quarter for the first time in three years

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🚨🇺🇸 The illusion of a booming U.S. economy is masking a much darker undercurrent beneath the surface. Economist David Rosenberg warns that when you strip out the heavy distortions of fiscal stimulus and income tax refunds, the U.S. economy might actually be contracting. While the mainstream points to a roaring stock market as proof of strength, the Rosenberg Research founder cautions that an inflated S&P 500 is not the same as real GDP. David labels this a "low-quality expansion" driven entirely by a hyper-concentrated AI and chip rally. David Rosenberg
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🚨🇺🇸 The illusion of a booming U.S. economy is masking a much darker undercurrent beneath the surface. Economist David Rosenberg warns that when you strip out the heavy distortions of fiscal stimulus and income tax refunds, the U.S. economy might actually be contracting. While the mainstream points to a roaring stock market as proof of strength, the Rosenberg Research founder cautions that an inflated S&P 500 is not the same as real GDP. David labels this a "low-quality expansion" driven entirely by a hyper-concentrated AI and chip rally. David Rosenberg

Mario Nawfal

41,995 views • 1 month ago

TECH STOCKS ARE CARRYING THE S&P 500 RALLY Here's why according to Mark Newton CMT: The Mag 7 had gone basically sideways for 6-8 months before this rally. When tech roared back, it was a huge deal given how much of the index these names represent. Earnings have been strong and the biggest companies are still pouring money into AI. This kind of capex commitment gives the economy a lot of confidence and that's why we're the S&P 500 rally so hard. Tech continues to carry the stock market.
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TECH STOCKS ARE CARRYING THE S&P 500 RALLY Here's why according to Mark Newton CMT: The Mag 7 had gone basically sideways for 6-8 months before this rally. When tech roared back, it was a huge deal given how much of the index these names represent. Earnings have been strong and the biggest companies are still pouring money into AI. This kind of capex commitment gives the economy a lot of confidence and that's why we're the S&P 500 rally so hard. Tech continues to carry the stock market.

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Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.
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Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

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Mike Novogratz (Mike Novogratz) reveals the truth his friend heard at an AI conference featuring Sam Altman, Dario Amodei, etc. "We can debate the ethical perspective for a long time. From a market perspective, it means companies will need fewer people to do more work. Profit margins are going up. The stock market is going higher. This is an AI revolution."
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Mike Novogratz (Mike Novogratz) reveals the truth his friend heard at an AI conference featuring Sam Altman, Dario Amodei, etc. "We can debate the ethical perspective for a long time. From a market perspective, it means companies will need fewer people to do more work. Profit margins are going up. The stock market is going higher. This is an AI revolution."

Anthony Scaramucci

32,851 views • 3 months ago

John: AI is actually doing very little for the economy right now. It's doing a lot for the markets, but in terms of the actual economic impact of AI, it's very low. If you add up the actual revenues from the AI labs, you're talking about $40 billion. Maybe there's like a 5x multiple on that, and so you're generating $200 billion of GDP on top of those tokens. But that's just not that much in the grand scheme of America's actual GDP. There's this disconnect between the market, which is pricing future GDP, future cash flows, future value creation. Then you have what is actually driving GDP, and then you have the actual workforce and what Americans do. What's actually holding up the American economy? It's healthcare jobs. The number of people that are software developers is less than 1% of America. The number of people that work at tech companies broadly is less than 10%.
2:09

John: AI is actually doing very little for the economy right now. It's doing a lot for the markets, but in terms of the actual economic impact of AI, it's very low. If you add up the actual revenues from the AI labs, you're talking about $40 billion. Maybe there's like a 5x multiple on that, and so you're generating $200 billion of GDP on top of those tokens. But that's just not that much in the grand scheme of America's actual GDP. There's this disconnect between the market, which is pricing future GDP, future cash flows, future value creation. Then you have what is actually driving GDP, and then you have the actual workforce and what Americans do. What's actually holding up the American economy? It's healthcare jobs. The number of people that are software developers is less than 1% of America. The number of people that work at tech companies broadly is less than 10%.

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“AI is no longer just a tool for the future, it is actively reshaping our present ” – Deemah AlYahya , Secretary General of Digital Cooperation Organization on the inaugural Global AI Summit on Africa. A fundamental moment for the continent’s digital future. #GAISAfrica2025
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“AI is no longer just a tool for the future, it is actively reshaping our present ” – Deemah AlYahya , Secretary General of Digital Cooperation Organization on the inaugural Global AI Summit on Africa. A fundamental moment for the continent’s digital future. #GAISAfrica2025

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TOM LEE: THE MARKET IS CHEAPER THAN PEOPLE THINK Thomas (Tom) Lee (not drummer) FundstratDirect.com says this rally is still earnings driven, not P/E driven. 2027 S&P 500 earnings estimates have jumped from $352 to $399 this year. But the forward P/E has fallen: 🔹 S&P 500: 6,846 → 7,365 🔹 Forward P/E: 19.4x → 18.4x 🔹 Earnings up 🔹 Multiple down That means the market is higher, but fundamentally cheaper than January 1st. Semis just dropped 7% in one day. Since 2011, 6%+ one day drops in semis have had an 88% win rate over 1, 3 and 6 months, with a median 6 month gain of 38%. Tom Lee’s view: This looks less like a top and more like a buyable dip in the AI infrastructure trade.

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The AI revolution is here and America needs a plan to meet the moment. Today, I'm announcing a National AI Policy Framework for Congress, which would give you power, protection, and a stake in the AI economy. Read the framework here:
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The AI revolution is here and America needs a plan to meet the moment. Today, I'm announcing a National AI Policy Framework for Congress, which would give you power, protection, and a stake in the AI economy. Read the framework here:

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Spain is poised to be the fastest-growing major developed economy in 2025 for the second year in a row. We are also a global hub for foreign direct investment. The Spanish economy is experiencing great momentum even amid all this uncertainty and ongoing geopolitical tensions.
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Spain is poised to be the fastest-growing major developed economy in 2025 for the second year in a row. We are also a global hub for foreign direct investment. The Spanish economy is experiencing great momentum even amid all this uncertainty and ongoing geopolitical tensions.

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Ben Horowitz on the infrastructure behind the AI economy: "Crypto is the natural money for AI because it’s internet-native money." "AI is global. Crypto is global." "There needs to be not just a ledger of money, but probably a ledger of truth for AI to really fulfill its potential." "I think people are probably underestimating how crypto and AI work together to form the AI economy." "Networks and computers tend to grow together, and I think that AI is obviously a new kind of computer and crypto is a new kind of network." benahorowitz.eth on Moonshots with Peter H. Diamandis, MD

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This is my easy cauliflower cheese, super simple, without the need for a béchamel sauce. Less effort, less washing up but still with all of the creamy, cheesy flavour! ⁠ #cauliflowercheese #glutenfreerecipe #foodvideo
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This is my easy cauliflower cheese, super simple, without the need for a béchamel sauce. Less effort, less washing up but still with all of the creamy, cheesy flavour! ⁠ #cauliflowercheese #glutenfreerecipe #foodvideo

Kitchen Sanctuary

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🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk. His key point is simple: The US has two major structural advantages right now. 🔹 AI leadership 🔹 Energy independence 🔹 Resilient earnings 🔹 Trillions in private IPO wealth coming He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors. That wealth effect becomes a tailwind for the economy later this year. Oil is the risk. AI, earnings and liquidity are the upside. TOM LEE still sees more upside into year end.

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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on CNBC's Closing Bell: AI is adding 2 percentage points to U.S. GDP per year - and ~6% to S&P 500 earnings growth. But he sees reasons for caution as well. See the full thesis:
0:24

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on CNBC's Closing Bell: AI is adding 2 percentage points to U.S. GDP per year - and ~6% to S&P 500 earnings growth. But he sees reasons for caution as well. See the full thesis:

Fundstrat Direct

17,139 views • 2 months ago

TFTC 637 w/ Jordi Visser: "The 2030s will be a graveyard for the Fortune 500 as AI enables boom-bust cycles that make incumbents obsolete." We discuss: ⚡️ Why leading indicators are broken ⚡️ Meta's billion-dollar AI panic ⚡️ Bitcoin as a global S&P 500
1:10:49

TFTC 637 w/ Jordi Visser: "The 2030s will be a graveyard for the Fortune 500 as AI enables boom-bust cycles that make incumbents obsolete." We discuss: ⚡️ Why leading indicators are broken ⚡️ Meta's billion-dollar AI panic ⚡️ Bitcoin as a global S&P 500

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24,624 views • 1 year ago

We can be tax neutral and eliminate 125 million people off the tax rolls. Anybody making $100,000 or less doesn't pay any taxes." Vinod Khosla (Vinod Khosla) on how AI could change the tax code forever: AI will favor capital over labor — so equalize the capital gains tax with ordinary income tax. The math works: 40% of capital gains tax is already paid by people making more than $10 million a year. "The single biggest danger to AI is not AI capability. The single biggest danger to AI adoption is politics." "There will be massive job dislocation. Will there be new kinds of jobs? Maybe, maybe not. I don't know. There's very few things AI won't be able to do today or in the next few years." "I do think we need to get the benefits of AI to people before we start disrupting people." The Hill & Valley Forum 2026 The Hill & Valley Forum
2:06

We can be tax neutral and eliminate 125 million people off the tax rolls. Anybody making $100,000 or less doesn't pay any taxes." Vinod Khosla (Vinod Khosla) on how AI could change the tax code forever: AI will favor capital over labor — so equalize the capital gains tax with ordinary income tax. The math works: 40% of capital gains tax is already paid by people making more than $10 million a year. "The single biggest danger to AI is not AI capability. The single biggest danger to AI adoption is politics." "There will be massive job dislocation. Will there be new kinds of jobs? Maybe, maybe not. I don't know. There's very few things AI won't be able to do today or in the next few years." "I do think we need to get the benefits of AI to people before we start disrupting people." The Hill & Valley Forum 2026 The Hill & Valley Forum

The Hill & Valley Forum

44,674 views • 4 months ago