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NVDAGOOGLBEARISHIn depth · 4/5

S&P 500 profit margins face accounting headwinds

The case was made that current elevated S&P 500 profit margins are temporarily inflated by hyperscaler accounting choices and illiquid startup valuation write-ups.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE