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Risk On Gets Wrecked… And What’s Behind The Move In Rates? 2/25/25

CNBC's "Fast Money"

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Market Dynamics and Tech Sector Trends

This chapter examines the current market landscape, addressing inflation fears and their effect on high-growth companies. It highlights significant declines in sectors, particularly semiconductors, while discussing the valuation vulnerabilities of companies like Palantir and AppLovin. The conversation also explores international market dynamics and the potential impact of U.S. export controls on tech giants like NVIDIA.

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