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The SOX index of high-tech stocks has risen significantly on the AI trend/euphoria

Many analysts and industry experts claim that this is not a bubble

The CEO of Nvidia says that everything related to AI is not a bubble and there is only space ahead

But the CEO of Tether recently stated that big techs are spending irrationally on AI infrastructure. Margins are shrinking, for many companies profit remains a question of the future, and competition in the industry is intensifying...
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