WS #13297

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Holding: newest synthesis is 100d 17h old

Meta's raised AI capex guidance and Burry's bearish bets on NVDA/MU highlight growing skepticism on AI trade, pressuring tech stocks.

AI capex and skepticism

Meta's raised AI capex guidance and Burry's bearish bets on NVDA/MU highlight growing skepticism on AI trade, pressuring tech stocks.

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