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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.
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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.