At the moment, global markets are dancing entirely to the tune of artificial intelligence (AI). It is everywhere, and either you believe and participate in the bull market, or you sit on the sidelines, doomed to mediocre relative performance while waiting for sanity to return. As of today, the bulls have the upper hand, as markets are convinced that AI is transformational and here to stay. It will determine the future winners and losers, both at the company and sovereign level. At the beginning of an industry platform shift, one should not worry about valuations, just focus on
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