Recovery how?

Investor summaryNeutral

The author questions what conditions are needed for market recovery, citing an Iran deal, a successful SpaceX IPO, and actual ROI on AI capex.

Bear points

Lack of a lasting Iran deal poses ongoing geopolitical risks.
Fears that a potential SpaceX IPO could crash the broader market.
AI capital expenditures have not yet yielded actual ROI.

AI 资本开支降息与宏观

Post body

What would it take for the market to recover and continued growth this year (even if it is much slower growth)? A real lasting Iran deal, SpaceX IPO not crashing, actual ROI on AI capex?

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