Citrone is betting against the U.S. through select equity structural shorts in financials, health care, TMT, and consumer.
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A market darling has been losing steam months after inclusion in the S&P 500 and the Nasdaq 100 turbocharged its market cap.
Our columnist explores the factors that led big tech to believe the U.S. had an insurmountable lead in AI and that capital could keep the country ahead of China.
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