Rethinking the AI Trade 9/5/25

Rethinking the AI Trade 9/5/25

  • Höfundur
  • Episode
      1282
  • Published
      5 sep. 2025
  • Útgefandi
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1282 of 1321
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45Mín.
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enska
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Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it’s our Chart of the Day. And later, the desk shares their latest portfolio moves.

Investment Committee Disclosures

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