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GUSD
3.8%
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Launch
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Gate AI
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Gate for AI Agent
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Gate Skills Hub
10K+ Skills
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BofA’s Vivek Arya says the current pullback is a healthy reset, not a structural change in AI demand
Near term, he favors lower-beta names such as $NVDA, $TXN, $ADI, $CDNS, and $SNPS
However, BofA expects renewed momentum after a period of consolidation