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Launch
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The most dangerous phase of any strong trend is not its beginning.
The most dangerous is when everything around it becomes an opportunity
Artificial intelligence is still expanding, and the demand for computing and infrastructure is clear....
But the leap of new IPOs to massive levels tells us something important...
Liquidity has become bolder… and the market has started entering a phase of higher excitement...
And here we do not need blind fear, nor blind excitement.
We need a smarter choice, calculated positions, and companies that have a real role within the infrastructure
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