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Rob Isbitts

Compute Spending Just Broke the Dot-Com Record High. Here’s the Safe Way to Invest in AI Now…. Just in Case.

United States Rob Isbitts

In macro market analysis, there are milestones that act as flashing yellow lights. We just hit one. 

New data shows that U.S. business investment in computers and related  equipment officially surged past the peak of the 1990s dot-com boom. As a percentage of GDP, we are now entering a zone that many veteran investors thought we would never see again. This surge isn’t just a trend. It is a capital migration for the ages. 

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