Source Post
The Disastrous Jobs Report & Tesla's Boom Setup.
Sep 5, 2025
The creator discusses a surprisingly weak jobs report, noting that annualized job growth is effectively zero and the 3-month and 6-month averages are significantly lower than expected. This data suggests a potential labor market recession, which the creator believes the stock market may discount in favor of other catalysts, potentially leading to a bounce in Qs (likely referring to the Nasdaq 100 ETF). The creator also briefly mentions Broadcom's potential move into chip manufacturing with OpenAI, which could impact Nvidia and AMD.
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