(https://www.marketwatch.com/story/a-frozen-labor-market-might-be-thawing-out-u-s-job-openings-and-hiring-leap-to-2-year-high-ad21bf79?mod=mw_rss_topstories) sounds bullish on the surface. But here's what nobody's checking: who's actually hiring, and can they afford it? $HPE just crushed earnings on AI server demand—margin expansion, cash flow upside. That's one lane.

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