Conor Sen says JOLTS data, despite skepticism in 2022, has recently been more reliable than most sentiment indicators. He adds this supports his broader view that sector concentration and AI capex are shaping the US economy.
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Conor Sen says JOLTS data, despite skepticism in 2022, has recently been more reliable than most sentiment indicators. He adds this supports his broader view that sector concentration and AI capex are shaping the US economy.
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Sold the $280 10/9 Calls on $APP for $7.80
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