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The Bears' Opinion on the Market
The Bears' point of view is that things are just going to keep getting worse and worse for the next few months. With something like AI, which is arguably still in its infancy, there's not too many companies that are necessarily making money with this. The guidance from NVIDIA and Microsoft is actually showing that it's kicking in right now. "I don't want to go down the rabbit hole of all the macro," he says.