The Morning After | Okay, Computer.
RiskReversal Pod
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Aftermath of Rate Cuts: Tech Stocks Analysis
This chapter explores the impact of the US Federal Reserve's recent interest rate cut on technology stocks, particularly focusing on sectors like enterprise software and hyperscalers. It analyzes trends in major stock indices, the performance of companies like Apple, and the relationship between software and semiconductor stocks in the context of generative AI. The conversation also reflects on potential investment opportunities while drawing historical parallels to past market bubbles and milestones.
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