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Quote

Writing a piece about how strong earnings are and how much they're dri

From Excess Returns · Jun 6, 2026

“
Writing a piece about how strong earnings are and how much they're driven by AI is like trying to release a grunge album in the mid nineties. Everyone's doing it.
Cameron Dawson
The SpaceX IPO… What Happens When $1.75…
Excess Returns
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