The tweet was deleted by the author.
But we saved everything 🙂.
A recent report from Bloomberg highlighted that CoreWeave's stock wipeout has revealed a significant divide between attitudes of fear and greed within the AI sector.
This development was shared by Christophe Barraud, Head of Discretionary Management and Research at LIOR Global Partners.
View post on X Loading...
Barraud has previously commented on global market developments, noting that S&P 500 companies are expected to achieve over 35 percent earnings growth in Q3. He has also highlighted that China’s increasing debt burden is limiting its capacity for additional economic stimulus. These observations come as investors weigh shifting signals in both equity and policy environments.