Repollo
AI infrastructure spending has become the primary driver of global stock markets. Major technology companies continue to increase capital expenditures on data centers, GPUs, and AI infrastructure, while demand for advanced semiconductors remains strong. Supporters argue this marks the beginning of a long-term technology cycle similar to the rise of the internet or smartphones. Skeptics believe valuations have become excessive and that the market is entering an AI bubble. Do you believe the current AI investment boom will continue for at least the next three years?