WS #13932

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Holding: newest synthesis is 85d old

CoreWeave, Super Micro, Lumentum, and Nebius all reported blowout earnings and raised guidance, reinforcing the AI infrastructure supercycle and driving a tech rally.

AI infrastructure earnings supercycle

CoreWeave, Super Micro, Lumentum, and Nebius all reported blowout earnings and raised guidance, reinforcing the AI infrastructure supercycle and driving a tech rally.

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