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by candiddevmike 128 days ago
If your thesis was correct, why wouldn't some of those "outflows" go to GOOG or NVDA?
1 comments
noupdates 128 days ago
They would. You can see how resilient GOOG has been during this recent draw-down, and how much growth it has had even as AI sells off.
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bdangubic 128 days ago
AI sells off… if this is a selloff than I see what everyone is talking about when they are saying we in a bubble :)
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