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MSFTGOOGLORCLSNOWDDOGBABAAAPLBULLISHCore thesis · 5/5

Tech sell-off is a temporary bump before Nasdaq 30,000

Dan Ives argued that recent semiconductor and tech weakness from capital raises is temporary, with visible AI monetization and tight supply supporting a multi-year tech bull run.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE