I'm astoundingly unimpressed by the quality of this slide deck. There's no analysis except that crammed into slide titles, like it's designed to bombard a room full of analysts with so many graphs that they shut off their critical thinking. Could a freshman business student not make this? Could a freshman business student with an LLM not make something more convincing than this?
I agree with the headline, but this really feels like analysis-slop. It's only remarkable in terms of who is publicizing it.
I assumed it was accompanied by an oral presentation or another report. I didn't look around enough to see if there is a transcript or anything though.
This was my reaction, as well. It's almost entirely technical analysis mumbo jumbo.