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AI is getting its first real stress test, and the rotation already started. Valuation fatigue + softer labor data + policy uncertainty are shaking out the extremes. But the fundamentals haven’t weakened: AI revenues are accelerating, broadening, and becoming structurally embedded. We’re shifting from AI concentration → AI diffusion.... show more

Eva Ados

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13,799 次观看 • 8 个月前 •via X (Twitter)

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