I quite forgot about this today midst the Aussie batting collapse, which also seriously interrupted my wrap !
Ok, so we’ve had chance to have a think about where we go from here
If any of you are any the wiser please let us know what you’ve put on or still sweating over/banking the cash
Reasons welcome etc
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NOW jumps 5.3% on AI partnership; SNOW up 4.7%. Software stocks rally on trade optimism.
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HHH down 8.9% YOY. Landmark cuts stake, reducing valuation by $7M. Diversified real estate but acquisition adds complexity.
Wix drops 25.8% on earnings miss, down 45.8% YTD. AI partnership news lifts S&P to record high.
CRWD surges 70% on AI hype, but 125x FCF valuation leaves little room for error.
EMG bets $4.74M on Dynex Capital (DX), yielding 16%, despite recent -2.5% economic return.
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