Blind Squirrel Macro

Blind Squirrel Macro

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Blind Squirrel Macro
Safe Space: AI and Debt Ceiling Free
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Safe Space: AI and Debt Ceiling Free

The Blind Squirrel's Monday Morning Notes, May 22nd 2023.

May 22, 2023
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Blind Squirrel Macro
Blind Squirrel Macro
Safe Space: AI and Debt Ceiling Free
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Summary

  • I have no doubt that AI is a great technological leap forward, with massive societal impact. Dogs chase squirrels. This squirrel is not going to start chasing NVDA at 180x earnings and 29x r…

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