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Ackman Sees AI Infrastructure as the Real Bet | Raleigh News
Bill Ackman is betting big on Big Tech’s AI infrastructure, arguing that despite Wall Street’s jitters over massive AI spending, companies like Alphabet, Amazon, and Meta are undervalued gems. He sees a disconnect between their explosive growth and current stock prices, creating a rare buying opportunity. While the AI race is unpredictable, Ackman’s focus is on the scalable, secure cloud infrastructure that powers it — a core strength for Amazon and Alphabet. Meta, though not a cloud leader, may be quietly monetizing its AI computing power, making it a hidden gem. His strategy isn’t about…
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