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Morning Thoughts
Tech Bubble Bursts; PLTR Plunges 8%, Nasdaq -2%, VIX Surges as Valuations Finally Matter – Try the Roast Turkey
AI Arms Race – $53B in Mega-Deals Fuel Tech Surge, PLTR Crushes Earnings and NOW they are Worried about Valuation? – Try the Baked Tagliolini
October Bulls Charge Ahead: Tech Leads Gains Amid Breadth Warnings, Rare Earth Deal Sparks Futures Rally – Try the Stuffed Pumpkins
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