Bloomberg Surveillance TV: July 25, 2024
Bloomberg Surveillance
Analyzing the Three Pillars of Digital Infrastructure and Investment Opportunities
The chapter dives into mobile infrastructure, fixed-line infrastructure, and cloud storage and computing infrastructure, exploring investment opportunities and emphasizing the importance of adequate investment cycles. It discusses the evolution of data centers, concerns about big tech sell-offs, differentiating frothy investments from worthy ones, and comparing tech bubbles of the past to the current market landscape.
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