Market’s Changing of the Guard
MRKT Matrix
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The Future of Investing in a Theme
There's probably a mismatch in expectations of when people are going to get the gratification on that AI trade. I don't think this is a new bull market yet, and yes, I'm excited about the small caps. But either way, one of those things has to come back to earth in some way, shape or form. My bet is that the valuations in this AI trade are the ones that will coming back to earth a little bit more.
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