There’s a time and a place for buying tech, and October, for the most part, hasn’t been it. With Neoclouds and corporate bond yields spooking investors just in time for Halloween, price action across tech’s more speculative names has been eerily reminiscent of the late-July sell-off and the unravelling of Leopold Aschenbrenner’s Situational Awareness. …
Time for Tech?
Bidding the big dogs into NVDA earnings
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