
Why Big Tech Is Bleeding: Fund Manager Reveals Best Stocks During ‘Bubble’ | Stephen Yiu
The David Lin Report
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Microsoft's AI Investment Strategy Shift
This chapter examines the recent decision by Microsoft to completely divest from its long-held position in the company due to concerns about AI investments and their impact on profitability. The discussion includes insights on capital expenditures, accounting practices, and the necessity for tech firms to develop in-house AI tools to remain competitive. Ultimately, it addresses the broader implications for the tech industry as companies navigate the evolving landscape of artificial intelligence.
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