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James E. Thorne discussed the ongoing AI super cycle, mentioning companies such as MU and SpaceX, and referenced an S&P 500 target of 14000.
The commentary encourages people to look beyond pessimistic outlooks and focus on future growth opportunities within technology and the broader market.
Thorne previously argued the Federal Reserve should avoid raising rates in response to an oil shock, calling such a move a potential policy error in a recent note. He has also projected that the S&P 500 could reach 10,000 by 2027, a forecast he first outlined in 2020 and reiterated in later commentary. These views reflect Thorne’s consistent focus on forward-looking market drivers.