AI infrastructure is one macro theme I’m personally positioning around for 2026 even with all the “AI bubble” debates. Seeing Advanced Micro Devices secure a multi-year 6GW chip deal with Meta Platforms plus #Meta taking a 10% equity stake tells me this is long-term capital
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AI infrastructure is one macro theme I’m personally positioning around for 2026 even with all the “AI bubble” debates. Seeing Advanced Micro Devices secure a multi-year 6GW chip deal with Meta Platforms plus #Meta taking a 10% equity stake tells me this is long-term capital