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The State of Big Tech 6/8/23

Halftime Report

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Oracle: A Bullish Call on the Stock Market

Deutsche Bank makes a bullish call on Oracle, which you own. They do not think that the benefits of generative AI are priced in yet. Goldman Sachs put out a piece this week saying something to the effect of AI could add as much as 1% to GDP every year for the next 10 years.

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