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Eshal fatima
mkt thoughts - 27 aug 26
Beyond the stellar NVDA guidance, the other thing to note is that pods are probably undergoing huge pain. Semis/memory longs with NVDA shorts and IGV shorts - that entire trade has blown up today. $IGV and $NVDA are both up 7%, squeezing pods to derisk.#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
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