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Recorded at 6.10pm EST on Sunday 8th November
The dust is still settling after Thursday's washout. NVIDIA has sliced through its 200-day moving average and is getting marked down in the perps market going into the weekend. The Anthropic IPO price talk is drifting toward our number (sort of). Chinese stocks have ripped 12% against the S&P in seven days on no news, right as the earnings revision streak finally rolls over. So what now?
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