L.Lim
2025-12-28

Expecting AI to boost US economy is borderline delusional, if they believe that the current iteration of LLM by the various companies is going to make a huge difference.

Firstly, the AI that is pushed on to the general populace is not fool proof, that in itself makes it unreliable to use full time especially in the corporate context, no matter how much CEOs want it to be the case.

Secondly, it consumes too much energy, further causing environmental problems. Couple that with the tech waste that it generates, with the constant updating of chips etc. AI in its current form is terrible, especially considering how some people use it like a search engine or their emotional support buddy, further contributing to the energy consumption and polluting problem.

Finally, the true purpose of AI where it works in tandem with human experts seems to not be properly leveraged. Things like sifting through images to help scientists and doctors produce groundbreaking findings, is the true way to go.

S&P, Dow Break Records: Would January Effect Last?
S&P 500 and Dow Jones both closed at record highs. As January goes, so goes the year. When January closes positive, the S&P 500 is higher 89% of the time, with an average gain of 17% and an average maximum drawdown of 10.5%. When January is negative, average returns fall to -1.8%, with only a 50% hit rate and deeper market drawdowns. How do you see 2026 unfolding? Will U.S. equities continue to deliver double-digit gains, or lag behind other global markets? Will AI leadership rotate toward memory stocks or SaaS companies?
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