WS #13917

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Holding: newest synthesis is 85d 6h old

CoreWeave, Super Micro, and Lumentum post strong results, reinforcing AI capex demand; Nvidia's $500B financing plan draws skepticism from Michael Burry but supports AI infrastructure names.

AI infrastructure earnings beat

CoreWeave, Super Micro, and Lumentum post strong results, reinforcing AI capex demand; Nvidia's $500B financing plan draws skepticism from Michael Burry but supports AI infrastructure names.

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