𝔅𝔬𝔵 𝔅𝔦𝔫𝔞𝔫𝔠𝔢 𝔖𝔮𝔲𝔞𝔯𝔢: post #145854 — TG.ME

The AI capex frenzy has not cooled, but the flow of money is changing. Over the past two years, the market's pricing logic for AI has been almost entirely centered on U.S. tech giants—Microsoft, Googl