富屻投资者
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富屻投资者
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Goldman Sachs' "Four-Stage AI Investment Framework" outlines a comprehensive path for AI development, from hardware-driven growth to a productivity revolution. We are in the second stage - AI infrastructure development - a critical phase that determines the ecosystem's sustainability.
In the first stage, hardware manufacturers like $NVIDIA (NVDA.US)$ were the clear winners. Generative AI-fueled NVIDIA's meteoric rise drives ...
In the first stage, hardware manufacturers like $NVIDIA (NVDA.US)$ were the clear winners. Generative AI-fueled NVIDIA's meteoric rise drives ...
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富屻投资者
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Alphabet's shares dropped over $100 billion after the DOJ's move to force a Google Chrome divestment, but I believe the market overreacted.
The DOJ claims Google Chrome's market dominance is due to an illegal monopoly, but I find this reasoning unconvincing and unlikely to succeed.
Even if a spin-off happens, it won't significantly impact Alphabet's revenue or shareholder value, as Chrome isn't a major profit source.
Alphabet remains a strong investment ...
The DOJ claims Google Chrome's market dominance is due to an illegal monopoly, but I find this reasoning unconvincing and unlikely to succeed.
Even if a spin-off happens, it won't significantly impact Alphabet's revenue or shareholder value, as Chrome isn't a major profit source.
Alphabet remains a strong investment ...
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