Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann
RiskReversal Pod
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The Feather Breaking Around the Secular Shift That Is Powering the NASDAQ and S&P 500
A data dog and a snowflake if they are going to be part of this generative AI boom maybe investors don't recognize it yet. The NASDAQ 100 chart from the first week in January upper right until mid-July has been pulled forward. Apple when it sold off 11 percent from its highs went back to Microsoft. If we were to go back to that breakout level from August of 2022, those seem like levels that make sense to me.
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