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Posted by
Two Blokes May 15 -
Filed in
General
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#TwoBlokesTrading
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2 views
AI remains the most significant secular growth driver since the internet, despite near-term valuation pressures from geopolitical uncertainty and trade restrictions. We see robust AI capital investment continuing through 2025 and 2026, with leading companies like TSMC, xAI, and OpenAI expanding aggressively.
