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Shares of a recent portfolio addition rise double digits as earnings report validates long-term thesis.
Investors should focus on quality as markets go back and forth between recession fear and rate cuts.
Falling interest rates, NVIDIA, energy stocks, META, FOX, DIS and more...
Demand for GPUs still booming, though the market needed to see major outperformance to drive further upside.
The connection between MAGA and the real Kennedy legacy.
Huge jobs report revision fuels skepticism about the health of the economy and government transparency.
