- Rating assumes stable government to be formed shortly after elections
- Assumes policies of new government will be consistent with recent structural reforms
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AI stocks like ORCL, GOOGL face valuation reset. Buy the 'trough of disillusionment' for future gains.
Bitcoin dips below $69K as Iran tensions spark risk-off, triggering liquidations.
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Oil surge sparks inflation fears, pushing gold/silver stocks (NEM, B, HL) down 15-17%. Higher rates hurt precious metals.
IONQ's P/S ratio of 73 is high vs. NVDA/GOOG. Despite revenue growth, it burns cash & dilutes shares.
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