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Posted by
Two Blokes May 15 -
Filed in
Stock
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xAI Holdings led performance, driven by rapid AI innovation, Grok 3 launch, and the strategic acquisition of X, enhancing data access and integration. Spotify delivered strong results with margin expansion, robust user growth despite price hikes, and record free cash flow, positioning it as a long-term streaming leader. Nvidia, Tesla, and Broadcom detracted due to market skepticism and macro concerns, but we remain confident in their long-term AI-driven growth prospects.
