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AI chips and bitcoin show how powerful structural trends can still produce severe corrections
Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become speculative excess.
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cnbc.com
‘Almost unlimited’: Execs says AI demand remains strong even as enterprises move to ‘valuemaxxing’
AI-related chip stocks have been volatile amid a debate over AI demand and spending.
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coindesk.com
AI chips and bitcoin show how powerful structural trends can still produce severe corrections
Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become speculative excess.
