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AI earnings, tariff threats, and bellwether stocks

Wall Street Breakfast

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Exploring the Crypto Connection and Unconventional Political Proposals

This chapter explores the strategic direction and performance of Strategy, a company deeply invested in Bitcoin, and how its stock now behaves like a crypto asset. It also examines unconventional political proposals, including the idea of a U.S. Sovereign Wealth Fund, highlighting shifts in traditional political ideologies.

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