
Notas del episodio
Meta added nearly $200 billion in a month and is closing in on a $2 trillion valuation.
Meta's Muse assistant just drove its best month since 2013 β and this Market Prep asks whether the easy money's already gone. We get into the $2 trillion question and my exact level on Meta, why China's cheaper "diffusion" approach to AI puts the entire US spending trade on trial, and the Treasury-yield rout pushing the 10-year above 5% into Friday's jobs report. Plus the full economic calendar for the week β every release that matters, and the one that decides everything.
π New episodes every Wednesday 9PM ET & Sunday 7PM ET β market prep, momentum plays, and trade ideas.
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