The VCX Frenzy Is a Warning for AI IPO Investors
Everyone wants a piece of Anthropic, OpenAI, and SpaceX before they go public. But the frenzy around the VCX fund is a warning, not an opportunity. Here are three smarter ways to play the AI IPO wave without overpaying.
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March ADP Employment report was "Goldilocks bad", which I think is perfect for risk assets right now.
Job growth beat expectations (+62K vs +40Ke), bu...
$SMH tracking for its biggest 2-day gain (+9%) since Liberation Day.
Every time in the AI Bull Market that SMH has risen >9% in 2 days, it was the ...
Pretty constructive price action. Current conditions:
- S&P 500 rallied >2% yesterday (big rally)
- Tracking for another >0.5% gain today (p...
