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Mega Cap Mania 5/22/23

Halftime Report

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The Debt Duel: A Key Risk for the Market

At the end of last year, people were off sides coming in here. Everybody was suggesting that this is real this time for value. Now here we are having the same conversation we were having before. So I don't think value is dead. But to Steve's point, absolutely we're not getting that call, right, on questioning of ownership of these very valuable mega-cactech names.

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