Oz Blog News Commentary

AI bubble versus the Fed

May 26, 2023 - 10:20 -- Admin

The Market Ear with more dimensions of the AI bubble. About to get FOMOd? Maybe a new verb to add. Mutual Funds were, at the start of this quarter, running big underweights in all the stocks that have performed the best: NVDA, AAPL, MSFT, TSLA, AMZN, GOOGL… GS Good luck Our logic stays intact “good

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