VOOG boasts 31.5% 1-yr return, higher AUM, lower fees vs SLYG's 21.7%. VOOG's tech focus adds risk.
HYPE's 101% YTD surge decouples from BTC; valued for growth, not macro. Undervalued at $51.26, targeting $600T market.
SpaceX IPO looms, promising massive returns for select funds. Valuation nears $200B, but risks remain.
SaaS stocks rebound 3-4% as AI fears ease. MANH, OKTA, CMRC jump. CMRC still down 31% YTD.
Bezos: AI spending fuels lasting gains, even if it's a bubble. $700B+ invested.
MRVL's 107% gain fueled by AI chips. Strong guidance & 44x forward P/E suggest more upside.
SaaS stocks rebound 4-5% as AI fears ease. GitLab, HUBS, WK show potential re-rating.
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