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The AI Moment Comes to Wall Street

The Compound and Friends

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Market Conditions and Potential Catalysts

The chapter starts with a discussion on recent market conditions and the possibility of a catalyst for the fourth quarter. They analyze the recent drop in stock prices and highlight the belief that the hiking cycle is over, which may contribute to a stock market rally. The chapter also covers the performance of various IPOs in the tech market and the impact of interest rates on different sectors.

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