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Benchmark’s Gurley points to get-rich-quick dynamics, heavy AI cash burn, and a potential entry point in beaten-down software stocks

Jensen Huang unveiled new products and a deeper CPU push at GTC, while AI-linked crypto names posted double-digit gains

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NEAR, FET, GRASS and Worldcoin’s WLD gained more than 10% as Jensen Huang projected a $1T chip-demand backlog through 2027

BTC hit $75,800 after breaking a $73,750–$74,400 resistance corridor, with broader crypto rising alongside