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AI Builders in Air Pocket
Tech stocks are in a weird limbo—big AI spenders like Microsoft and Meta are getting hammered while their hardware suppliers like Micron soar. Analyst Dan Ives calls it a “Twilight Zone,” comparing it to Vegas in the 50s: massive upfront investment with returns still coming later. He argues investors are impatient, but this isn’t a bubble—it’s a temporary dip in a 10-year AI buildout. Ives sees this as a buying opportunity, betting the real payoff is just around the corner. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:advertise@thednn.ai This is an…
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