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Jul 30, 2025 at 08:47 PM
Tonight is breakout moment for AI.
$Meta Platforms(META.US) and $Microsoft(MSFT.US) just sent a message to every company; there's gold in those hills. The reference to a gold rush is fitting because that's what we're likely going to get over the next 2-4 years, including a run up more than people can comprehend followed by a bust.Source: Gene Munster
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