The Parabolic Tech Mania Continues 5/29/26
May 29, 2026•47 min
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Episode description
Leslie Picker and the Investment Committee discuss Dell's strong earnings report as the stock surges to record highs. It's our Chart of the Day. Plus, the desk share their latest portfolio moves. And later, the Committee reacts to Jamie Dimon's comments that the market is exuberant but not bad.
Investment Committee Disclosures
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