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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Hedgeye Podcasts

CHAPTER

Snowflakes Down $22 After an Hour

The number of seats and licenses that they're selling, in my view, is going to go down all year as all these companies, except for the ones involved with AI, are going to be laying people off hand over hand. And it just wasn't worth it when you kind of worked through all the math. It's just move on and rotate. That's honestly the hardest thing to do on a winner.

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