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@fundstrat_direct: Compute is the new revenue. Fundstrat's Mark Newton on why it is wrong to underestimate the AI names going public. $GOOGL alone could spend up to $300B on capex next year. Our free report maps how informed investors are positioning before they list (link in bio) #ai #ipos #spacex #openai #anthropic

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Thursday 04 June 2026 21:42:56 GMT
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