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We’ve had an economic boom of investment in AI, manufacturing and infrastructure over the past 18 months.
Secular trends like electrification, AI, a space-based economy are real.
Valuations for companies involved in equipment investment for new technology buildout are stretched.
Who will be tomorrow’s winners?
We've had an economic boom in the US over the past 18 months. The boom has been fueled by investment, in AI obviously, but also in manufacturing and infrastructure. Additionally, deferred budgetary spend at the state and local government level has added to the strength of the economy....