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Dan Ives: Still the First Inning for AI

The Compound and Friends

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Energy Needs and Tech Stock Dynamics

This chapter explores the recent downturn in energy and chip stocks, analyzing differing outlooks on their future. It highlights the importance of energy for technological progress, with a focus on nuclear and utility sectors, while also considering the implications for tech stocks like MongoDB and the transition of private companies to public markets amidst regulatory shifts.

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