Rotation…….Supply Chain questions and the idea of control is laughable….for now.

Yesterday was …… interesting. One day is not a trend…but after last weeks….Kicking….huddles formed to discuss if this was a significant turn and the beginning of the end of the AI Bubble trade. What to think…….. The tone of the day was set by Coreweave which finished down 16% with a bunch of commentaries and...

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