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The AI Rally Continues

MRKT Matrix

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Analyzing the Market Upside Potential and Headwinds

The hosts delve into various topics, including clickbait headlines, retail earnings reports, Nvidia's impact, and stock and yield reactions to CPI data. They express concerns over the limited upside potential of the market and the potential consequences if something disrupts it. They also discuss the significant market cap gains of a particular stock and its influence on the technology market.

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