Macro Analyst

Oct 8, 2026 · bullish

(https://www.cnbc.com/2026/10/08/microsoft-adobe-green-card-labor-suspension.html) from foreign worker programs citing "active federal investigations." The market read this as a tech headwind. But the macro here is inverted. Software companies scale labor-first: hire talent globally, build on demand curves. Chip fabs scale capex-first: build fabs domestically, lock in margin stability.

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