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Puru Saxena, investment commentator and ex-fund manager at FinTwit, reflected on the progress of AlphaTarget more than two years since its launch.
He highlighted that AlphaTarget has significantly outperformed the S&P 500 and emphasized the importance of building on this success moving forward. Saxena described the last two years as an extraordinary period for the development of AI.
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Earlier this year, Saxena observed renewed buying activity in AI infrastructure stocks following declines in June and July, citing improved sector valuations in a market note. He also pointed to Nvidia’s revenue guidance for FY2028 significantly exceeding Wall Street expectations. These developments supported Saxena’s ongoing focus on the AI sector’s momentum.