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Not Your Mum's ChatGPT | Okay, Computer.

RiskReversal Pod

CHAPTER

Introduction

Exploring the excitement in the tech market, this chapter covers the NASDAQ hitting all-time highs, the rise in valuations of companies like Nvidia, and the impact of interest rates, while also discussing the preference for startups to stay private. The conversation further delves into the dominance of the Meg 7 tech companies and the increasing net exposure of their stocks according to data from Goldman Sachs.

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