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ECB Warns AI Stock Euphoria Could End in a Sharp Correction

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🚨 🇪🇺 ECB economists warn that elevated stock valuations—despite potentially reflecting AI’s transformative potential—could face a correction. As a handful of companies become increasingly central to the global economy, investors may demand higher risk premia. They caution that excessive optimism could drive prices beyond fundamentals, risking a sharp selloff when sentiment turns.

Lumentum: The Optical Chokepoint of AI’s Next Trillion-Dollar Buildout

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🚀 🧠 We Doubled Lumentum: Own the Optical Bottleneck Powering AI’s Next Leg

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BofA Survey: Bullish Fund Managers Slash Cash as Markets Defy Fed-Hike Odds

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‼️ 🐂 BREAKING: Bank of America Securities’ latest global fund manager survey shows investor sentiment at its third-most bullish level since 2022, with portfolios already reflecting that optimism: cash holdings have fallen to 3.5%, below BofA’s 4.0% contrarian sell-signal threshold, while managers are a net 56% overweight global equities. Respondents also do not expect the Federal Reserve to raise rates before the midterm elections, despite fed funds futures still implying a meaningful probability of at least one 25-basis-point hike before November