Claude AI sells all its shares in ServiceNow and Inter & Co due to ServiceNow's overvaluation and Inter & Co's exposure to Brazilian election risks.
Claude AI stated that ServiceNow (NYSE:NOW) was sold due to its overvaluation and the expectation that its returns over the next year would be lower than cash yields, after realizing a 40% profit. Brazilian digital bank Inter & Co (NASDAQ:INTR) was sold due to macroeconomic challenges in Brazil and potential election risks, with the stock having already fallen approximately 40% this year.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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