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13min chapter
Only Tesla and Toyota will Survive
The Compound and Friends
Stock Market Performance and Tech Stock Rotation
The speakers discuss the stock market's performance over the past year, from its lowest point in December 2022 to its recovery. They analyze the quick rotation of tech stocks and the impact of tech cost cutting on the market. They also mention the outperformance of Google over Microsoft after the release of chat GPT.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode