The divergence ranged between ~10% and ~60% per year, highlighting the obvious but decisive role of getting the sector call right at the beginning of a CY. Both sectors have very natural and pertinent macro linkages.
CoreWeave reported strong earnings, easing investor concerns about spending on AI infrastructure and boosting stock prices. Both the S&P 500 and Nasdaq witnessed gains following
Michael Burry sees a near-term trading opportunity in Nvidia despite his broader concerns about AI valuations. The Big Short investor believes Jensen Huang’s personal controversy
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