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Growth vs. Value 7/20/23

Halftime Report

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AI Stocks Due for a Breather

These stocks have done so well for so long, and they're due for a pullback. You've had to figure that like a pullback was in the cards at some point anyway. ASML year to date, Christine is up 31%. Taiwan, semi's up 38. KLA-25, applied materials 45. AMD 80 Broadcom 61, LAM 52,. NVIDIA is up more than 200.

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