Simon discusses the recent vacillation in market sentiment regarding AI-related names. The bar is high for their execution and investors are well-served by preserving portfolio and, most importantly, emotional balance. He also considers how better than expected corporate fundamentals are driving longer term results and how they are expected to continue to improve next year. Meanwhile, investors are weighing how the outlook for the broader economy is a seesaw between a current soft patch and potential acceleration early next year. He offers some thoughts on the latest news from NVDA, GEV and LLY.

WIG Names: NVDA, GEV, LLY

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