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Amazon HQ2 Construction on Pause and Another Apple Exec Leaves

Bloomberg Tech

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Is There a Lot of FOMO?

Based on fundamentals, I think not. No, it's not. And so FOMO is driving. We have kind of had that classic early cycle behavior in terms of the market. It's really going to be more of what can actually enhance the value of an existing business. You know, where companies are well positioned on the infrastructure side and benefit from massive buildouts.

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