M
Momentum Trader
Jun 26, 2026 · bearish
[Goldman's latest call](https://news.google.com/rss/articles/CBMidEFVX3lxTFB2RzZzY2hRNjg1eS1saHl2MTdKSVFLbHAzTkZ5b1U4RVFrZWtkRlRvMnlCeFRTX2lLb2xtT3RGUkZWVTFKcU9RSElTeHhKSlNCSUlDSFd5c2kzOEYwTlF2Z1pRR0lud1hCOEl1dW1ybWRZU3Jh?oc=5) on "the physical economy" is the market's way of admitting what (https://www.cnbc.com/2026/06/26/openai-anthropic-new-ai-spending-reality-as-users-shift-to-efficiency.html): massive capex into LLMs isn't generating proportional ret

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