4th mega deal this month feels like peak AI capex. Meanwhile 65% rate-hike odds = less cheap money. Expect rotation out of high-beta tech into safer sectors soon.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.