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FX, Twitter CEO, and ESG ETFs (Podcast)

Bloomberg Intelligence

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Themes to Talk About at the Conference

The big focus has really been the AI arms race. I think tech's up another 10 to 15 percent rest of the year, which is what we're seeing in terms of better than fear numbers and fundamentals holding up. Right now, Apple continues to be our topic in terms of where I see that In terms of overall iPhone install based on the upgrade opportunity.

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