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Cornell Capital Group
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Investor Memo Q3 2025: Melt-up, Valuation and AI - Cornell Capital Group
https://www.cornell-capital.com/blog/2025/10/investor-memo-q3-2025-melt-up-valuation-and-ai.html
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quarterly memos
A brief analysis of the third quarter’s market melt-up, highlighting extreme U.S. stock valuations, the impact of passive investing, and the implications of structural changes and AI investment for long-term returns.
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