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The past trading week has shown how quickly the hierarchy in the AI sector can shift. Cybersecurity and software stocks like CrowdStrike, Palo Alto Networks and ServiceNow surged double digits, while chip stocks like Lam Research and Sandisk saw significant losses. With the figures from Microsoft, Alphabet, and Amazon and the Fed meeting coming up, a week of truth lies ahead. For me, this is not the end of the AI boom, but a sign of its maturation. The market is no longer asking who supplies the shovels for the gold rush. It is asking who...
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