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Brad Gerstner of Altimeter argues that 2026’s rally is an earnings-driven AI-infrastructure supercycle—not a 2000-style multiple bubble—and that the trade now lives or dies on whether lab offtake revenue can pay the r...
Unknown · 0:00
Brad Gerstner of Altimeter argues that 2026’s rally is an earnings-driven AI-infrastructure supercycle—not a 2000-style multiple bubble—and that the trade now lives or dies on whether lab offtake revenue can pay the r...
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