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Search Investment Week
Shares up 2.4%
Market analysis launched
'One in every three new cars will be electric by 2030'
At its peak was 12% of SMT’s allocation
Intangibles accounting needs improvement
Companies have missed opportunity to lower expectations bar
'Veneer of US "exceptionalism" has been thoroughly routed'
Comments on Tesla and SpaceX holdings
Despite lower earnings
Stepping back from DOGE
29 May 2025
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2 min read
