Thanks a very good analysis. I

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Thanks a very good analysis. I do take one key observation in that you rightly pointed out the rise was not uniformed, and it should not be so.
But another observation is that the hyperscalers rowe much more moderately than the smaller participants. Particulary the Neocloud groups.
This I would caution on as these are the very same parties which were targetted in the recent collapse.
Easy come, easy go comes to mind here.

# Microsoft, Alphabet Earnings Diverge: Whose AI Spend Pays Off First?

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