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Kris Kumar, Founder and CIO, Goose Hollow Capital

Alpha Exchange

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Navigating AI's Earnings Landscape

This chapter explores the transformative impact of AI on market dynamics and earnings growth, likening it to the rise of the automobile in the 1920s. It examines the diverse monetization strategies in the AI sector and the shifting correlations among tech stocks amidst evolving investor perceptions and macroeconomic influences.

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