Andy Constan says nominal GDP growth remains strong, fueled by heavy AI investment and supportive fiscal and monetary conditions. He cites low private sector leverage, household wealth and firm spending, while pricing concerns get less attention.
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Andy Constan says nominal GDP growth remains strong, fueled by heavy AI investment and supportive fiscal and monetary conditions. He cites low private sector leverage, household wealth and firm spending, while pricing concerns get less attention.
Latest documented BWB result
$NBIS market result
I sold the $230 Puts on $NBIS for $4.30 - expiring Friday
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