Charles V Payne
@cvpayne
Trying to make sense of this world while becoming the man my mother raised- I give a damn, love my family and country...and making people $$$$
ID:19400611
http://www.wstreet.com 23-01-2009 16:21:40
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Investors grappling with a lot
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Drumbeats of War
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Thanks for having me Charles V Payne here is what I am watching:
🤖AI has driven data growth, capex spending, leading to free cash flow growth from $GOOG, $AMZN, $META, $MSFT (all reporting next week –more vol on the horizon? YEP)
💨Emerging headwind: AI is using a lot of power,…
