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@investmentguru_
Disruptive innovation: AI, Space, Robotics, Biotech | Long-term investor | Asymmetric opportunities | Timeframe is the edge | Not financial advice 🇨🇦
Technology
A September 18, 2026 post cites SOXX gaining 3.4% versus 1.1% for the S&P 500, arguing that tight supply and higher GPU pricing point to persistent AI infrastructure demand.
