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Imran Khan's 2025 Investing Playbook: Macro Trends, CapEx Cycles & Generative AI

RiskReversal Pod

CHAPTER

Market Disappointments and the Search for Efficiency in Tech

This chapter analyzes the disappointing performances of major tech companies, highlighting the broader market downturn. It discusses implications for mergers and acquisitions, initial public offerings in 2024, and the urgent need for efficiency improvements within the industry.

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