🐋 WHALE WATCH : Wall Street revised S&P 500 earnings forecasts up 32% pushing target EPS to $373. That revision speed has appeared twice in modern history. After the 2008 crash when earnings fell 38%. After the 2020 crash when earnings fell 22%. This time earnings dipped 6%. Post crisis recovery numbers without the crisis. Either AI efficiency and operating leverage are structurally rewiring corporate margins or consensus is getting ahead of itself. Which one are you betting on ?(Whale Factor)