A.I. carries as expected
Prospero.Ai Morning Sector / Portfolio Update 05/06/24
Looks like Tech had the positive start to the week we expected!
In this letter:
Current Portfolio
Market Update
Sector Update
Market Cap and Value/Growth Performance Update
Portfolio Update
Portfolio Allocation
8 Longs: CEG, SRPT, GOOG, MELI, MSFT, COST, BIDU, NVDA
6 Shorts: NEU, ACI, BXMT, E, VFC, PINC
Market Update
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