After this week's earnings reports, it should be clear to everyone that the tech boom will continue for a while longer.
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@Keineui We're right in the middle of it. It's been running since 2008, and I think it will continue at least until 2035.
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@Lumimyrsky When I look at the figures on data center expansion, I can only agree with you. No one needs to worry until 2030, unless they’re investing in $CRWV or other risky ventures that aren’t getting any funding. But even those companies, I believe, will weather the storm and be carried through the financing desert by $NVDA and the like. Sure, there are warning signs—see $MSFT and their job cuts. But there’s no getting around the expansion of data centers, and when it comes to that, you can’t ignore the blade manufacturers like $VRT or $SU either.
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•@Keineui 100%—once it becomes easier to get loans again, all the smaller growth sectors will pick up again as well.
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