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Open original source ↗It’s also been a terrific tailwind for corporate (mostly Mag7) earnings. As the rapidly increasing investments are capitalized by the buyers, but recognized as revenues and profits immediately by the sellers. Same as in https://t.co/KzzERVlR7L networking/telecom buildout.
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The AI boom is already here. Purchases of computer equipment added a full percentage point to GDP in Q1 2025. That’s higher than the peak of the DotCom Bubble. The future is now. https://t.co/qKnGy6madc
SpencerHakimian ↗