Pinch, Punch….What a new month!….Things to think…..MSFT….Vera Rubin, Dell and Coreweave…+ Meta…and……names that lever AI.

Today is a bit of a grab bag…and contains a bunch of subjects that need more colour and which I will undoubtedly ‘Unpack’ a little more over the next few weeks….. But its a new month…..so lets start with a few observations. “Sell in May and go away’…..may be a solid old market saying but...

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