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美国总统特朗普:如果伊朗不听话,我们会再次出手,这轻而易举。
2026-06-18
美国总统特朗普:如果伊朗不听话,我们会再次出手,这轻而易举。
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2026-06-17
Ouke Yi said its PCB drill pins and rod materials are now in stable supply to downstream customers and the company will further expand its customer channels.
Ouke Yi said its PCB drill pins and rod materials are now in stable supply to downstream customers and the company will further expand its customer channels.
2026-06-17
Florida-based asset manager Polen illustrates how missing a mega winner in the AI boom can reshape a firm: over four years its assets under management fell about 60%, down nearly $50bn to roughly $33bn. The firm's six equity mutual funds run concentrated portfolios; flagship Polen Growth Fund holds under 30 stocks and did not buy NVIDIA (NVDA.O), instead maintaining positions in software names Adobe (ADBE.O), Salesforce (CRM.N) and ServiceNow (NOW.N). In a June 2023 client letter Polen wrote “we
Florida-based asset manager Polen illustrates how missing a mega winner in the AI boom can reshape a firm: over four years its assets under management fell about 60%, down nearly $50bn to roughly $33bn. The firm's six equity mutual funds run concentrated portfolios; flagship Polen Growth Fund holds under 30 stocks and did not buy NVIDIA (NVDA.O), instead maintaining positions in software names Adobe (ADBE.O), Salesforce (CRM.N) and ServiceNow (NOW.N). In a June 2023 client letter Polen wrote “we believe that nearly all upside opportunities currently visible have already been priced in by the market” on NVIDIA; the stock then rose about 400% while an index tracking cloud software fell roughly 3% over the same period. Polen says it reversed its prior bearish view on AI chips at end-2025, acknowledged the misjudgment and began buying related stocks.
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