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Feb 18
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LONG
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Tyler Radke
Citi Senior Equity Research Analyst
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"Our favorite names are the ones that we think still have the best sort of AI stories... names like Microsoft, the big hyperscalers or names that really have exposure to this data layer." The future of the industry relies on business models that can monetize compute and data. Companies that control the "data layer" and the infrastructure (hyperscalers) are best positioned to capture value from the broadening AI trade compared to generic application software. Long the infrastructure backbone of AI software. AI adoption slowing down or regulatory scrutiny on big tech. |
CNBC
Citi's Tyler Radke: We're getting close to th...
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