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Sam Burns on Fed's Direction Amid Volatile Risks & TSLA, MSTR, SMCI Outlook

10 min18 augusti 2026

Mill Street Research's Sam Burns discusses why his firm's equity risk model remains neutral despite the S&P 500's (SPX) record highs. He points to slowing momentum in tech stocks, shifting market leadership, and risks tied to Fed expectations. Burns also shares his views on Super Micro (SMCI), Strategy (MSTR), and Tesla (TSLA).


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