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![themattharbaugh Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1648503530221883400.png) Matthew Harbaugh [@themattharbaugh](/creator/twitter/themattharbaugh) on x 2931 followers
Created: 2025-07-03 17:36:24 UTC

Counterpoint Global on AI tailwinds

"Our analysis of AI beneficiaries highlights potential margin capture that consensus estimates have yet to fully consider."

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![](https://pbs.twimg.com/media/Gu8z2NsX0AA2aEe.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940826974496112907/c:line.svg)

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[Post Link](https://x.com/themattharbaugh/status/1940826974496112907)