They're bearish on intermediation companies for food delivery, software, payment processing, private credit, real estate. Bullish on semis and things upstream of semis (data centers). Brands, status goods that have moats.
They're bearish on intermediation companies for food delivery, software, payment processing, private credit, real estate. Bullish on semis and things upstream of semis (data centers). Brands, status goods that have moats.
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