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The Great Reassessment Trade 3/28/25

Halftime Report

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CoreWeave IPO and Market Insights

This chapter explores the upcoming CoreWeave IPO, tracing its roots in cryptocurrency mining to its current AI focus, while addressing concerns about its NVIDIA GPU reselling model. It also discusses broader economic factors affecting the stock market, including earnings expectations and consumer confidence, alongside investment strategies for companies like Amgen and PayPal. Final trade recommendations feature key stocks such as Meta and AbbVie, emphasizing their strong fundamentals in a fluctuating market.

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