I don’t think your first sentence is true. The hyperscalers have spent north of 1 trillion in the capex boom as a direct response to AI demand, If you’re a retail investor, you’re already quite exposed.
I don’t think your first sentence is true. The hyperscalers have spent north of 1 trillion in the capex boom as a direct response to AI demand, If you’re a retail investor, you’re already quite exposed.