KoGuan said he purchased the shares earlier this week and plans to buy more, adding he is convinced the surge in AI investment is still in its early stages.
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The long-time technology analyst has begun seeing evidence of the AI trade unwinding.
The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
"We believe near-term AI fundamentals are strong, driven by strong hyperscale capex spending," said one analyst.
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Goldman Sachs spotlighted a slew of artificial intelligence-related beneficiaries that it believes the market is not yet fully…
