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I’m not changing my economic outlook because of the election. We don’t yet know what new legislation will pass or what the president may veto, but the current policy environment remains in place. The AI trade got very concentrated, so a correction was possible. Let the market settle and watch the earnings.
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I’m not changing my economic outlook because of the election. We don’t yet know what new legislation will pass or what the president may veto, but the current policy environment remains in place. The AI trade got very concentrated, so a correction was possible. Let the market settle and watch the earnings.
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