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TS Lombard Warns Against Shorting AI Stocks and Urges Diversification

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The Story

News Summary

  • TS Lombard warns against shorting AI stocks prematurely, predicting the U.S.
  • business cycle has 12 to 18 months remaining.
  • However, citing high debt issuance, capex recycling, and interest rate risks, the firm recommends diversifying exposure into broader equities like the equal-weighted S&P 500.
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US500 price history

7619.98 +12.62% over the displayed period

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