On this recent interview Warsh argues we are entering the most significant productivity boom of our lifetimes. The key takeaway: Anecdotes are currently outstripping data. While government statistics (BLS, Commerce) are stuck in the 1970s, real-world implementation is moving at

Original source ↗ | February 07, 2026 at 22:50 UTC | Twitter - @krugermacro

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: AI-related stocks/ETFs (e.g., NVDA, MSFT, GOOG, SMCI, BOTZ, ARKQ) DIRECTION: Long THESIS: The speaker believes the AI productivity boom is real and just beginning, suggesting significant future growth for companies involved in AI. SPEAKER: @krugermacro TIMEFRAME: Long-term

IDEA [5] TICKER: AI-related stocks/ETFs DIRECTION: Long THESIS: 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. SPEAKER:

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Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
AI INFRASTRUCTURE / COMPUTE / CHIP STOCKS	LONG	krugermacro	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.	—