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James on Ausbiz

  • This morning, James covered Profit taking in technology and resources sectors following strong rallies
  • Goodman Group (ASX:GMG) pivots towards data centres, with 70% of work in progress focused there
  • Commodities impacted by rising US dollar and market volatility, but long-term outlook remains positive
  • AI trade not seen as a bubble; fundamentals in key global tech names remain strong

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James Gerrish on Ausbiz
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