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Navigating the AI Bubble and Geopolitical Tensions
This chapter explores the current AI bubble and its impact on the stock market, focusing on major tech companies and investment trends. It highlights the risks of short-term strategies, like stock buybacks, in the face of international competition and discusses the geopolitical ramifications of U.S. sanctions on technology. The conversation further elaborates on the connections between military conflicts, shifting alliances, and their influence on global economic stability.