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NVDATSLAORCLBEARISHCore thesis · 5/5

AI and tech stocks are shorts

The bear case argued: the AI and broader tech trade is overextended, with valuations too high and the market starting to question the legitimacy of massive spending, making the sector vulnerable to a downturn.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
NVDA: AI and tech stocks are shorts · Zortix