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Single Best Idea with Tom Keene: Michael Purves, Dan Ives, & Gene Munster

Bloomberg Surveillance

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Evaluating Growth and Risk in Tech and Automotive Markets

This chapter explores the current valuation metrics of smaller domestic companies in comparison to major tech giants, focusing on political risks and their implications for earnings and investment strategies in 2025. It highlights Apple's pivot from hardware to services, its potential to reach a $4 trillion market cap, and parallels with Tesla's advancements in automotive technology.

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