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Liberation Day, Goldman Gets Bearish, Falling Knives

The Compound and Friends

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Investment Insights on Alphabet and CoreWeave

This chapter explores Alphabet's current forward PE ratio and contrasts it with its historical highs, highlighting cautious optimism despite potential challenges from competitive pressures and macroeconomic factors. The discussion extends to the evolving landscape of online search and the implications for Alphabet's stock performance, as well as recent dynamics involving CoreWeave, a tech company in the AI infrastructure space. Analysts express concerns about changing market positions, stock valuations, and investment strategies while critiquing broader market trends and behaviors.

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