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The Big Apple 6/28/23

Halftime Report

00:00

Nvidia's Rule Changes Reveal the Bull Thesis

The market is clearly shaking this off. And I think it confirms my belief that there's going to be this put underneath the market for not only mega caps, but also technology itself. We're telling clients to if you want to make gifts, gift it with Nvidia stock at this point because the gains are just so large. It's the only game in town to play data, not just artificial intelligence, but all types of data.

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