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Emerald Wealth Partners' Q4 Letter Details Revvity Exit and Alphabet-Driven Gains

The letter ties the fund’s portfolio shifts to AI-bubble concerns that triggered a late‑2025 pullback.

Michael Burry Intensifies AI Bubble Warning, Backs Ben Affleck’s Reliability Critique

Jefferies Reaffirms Buy as Netflix Presses Forward With $72 Billion Warner Bros. Discovery Deal

BofA Survey Finds Record-Low Cash, Peak Bullishness as Sell Signal Nears

Applied Digital Shares Drop 12% as AI Data-Center Stock Faces Valuation Reassessment

Oracle AI Shock Exposes Bitcoin’s Tighter Link to Tech and Credit Risk

Navitas Slides in November as AI Sentiment Sours, Positions for 2027 Data-Center Power Opportunity

Rothschild Redburn Downgrades Amazon and Microsoft on Gen‑AI Profitability Concerns

AI Spending Props Up U.S. Growth as Bubble Warnings Mount

OpenAI Upsizes Employee Share Sale to $10.3 Billion at $500 Billion Valuation