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Falling interest rates, NVIDIA, energy stocks, META, FOX, DIS and more...
Demand for GPUs still booming, though the market needed to see major outperformance to drive further upside.
The connection between MAGA and the real Kennedy legacy.
Huge jobs report revision fuels skepticism about the health of the economy and government transparency.
Nixonian price controls, AI bubble risk, Walz's personal finances, Fed rate cuts, European stagnation, and more...
The technology is impressive... but is Big Tech overinvesting, and are valuations realistic?