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10min chapter
French Market Volatility, EV Forecast
Bloomberg Intelligence
Investing in Micron, AI, and Energy Sectors
The chapter explores investment strategies in Micron and discusses its involvement in AI-related devices for data center memory, while advising on investing in AI-related sectors. It also delves into energy sector investments, focusing on companies like ExxonMobil and discussing sector-neutral models and potential Fed rate cuts' impact on small caps and high-quality companies.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode