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iFinance
@iFinance
iFinance: Independent Finance Intelligence.
가입 August 2012
74 팔로잉 중    5.5K
$INTU $ACN $IT $ADBE $CRM $NOW …13 of the 20 worst-performing S&P 500 stocks this year come from software and IT services. The market is aggressively repricing the sector as AI compresses moats, disrupts business models, and threatens pricing power. Opportunity or value trap?
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