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7min chapter
Second Half Strategy 7/1/24
Halftime Report
Analysis of Metis's Price Target Increase and AI Sector Skepticism
Discussing Metis's increased price target by Raymond James to $600 and the incorporation of Instagram and WhatsApp. Delving into the AI sector's future and skepticism towards price target increases, emphasizing the importance of profitability in mega-cap companies. Exploring reasons behind the chip trade pullback, the shift towards software, and the significance of the semiconductor industry in market performance.
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