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Investors are making bearish bets on hyperscalers and key chipmakers this year, pushing these stocks into the market’s most-shorted ranks.
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Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
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Read original at benzinga