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The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings

The Compound and Friends

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Analyzing iPhone Sales Stagnation and Market Dynamics

This chapter examines the recent decline in iPhone sales and its implications for Apple's revenue, focusing on upcoming AI innovations and their potential impact on consumer demand. It also explores stock market trends, particularly in the context of deep value investing and the challenges facing growth stocks. The discussion includes insights into Nvidia's performance and how broader market dynamics influence investment strategies.

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