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Matt Tuttle on CPI's Lasting Impact, NVDA Financing Deal & Gold Bull Case
Description
Matt Tuttle has one eye on yields, noting that if the 10-year hits 5%, Wall Street sentiment can quickly turn bearish. He points to CPI as the key catalyst that he sees moving the needle on yields. It comes as Nvidia (NVDA) leads a $500 billion financing effort for AI infrastructure, something Matt doesn't see as concerning so long as AI demand persists. He also likes gold at current prices.
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