krugermacro (1 trade idea)

← All Speakers
Date Ticker Direction Thesis Source
Feb 07, 2026
AI INFRASTRUCTURE / COMPUTE / CHIP STOCKS
LONG The speaker cites an argument that a significant productivity boom is underway, driven by real-world implementation outpacing official statistics, implying strong growth for innovative sectors. Twitter - @krugermacro
On this recent interview Warsh argues we are ...