
rick awsb ($people, $people)|Sep 10, 2025 02:47
The past couple of days, the stock prices of NBIS, iren, and Oracle in the AI data center sector have skyrocketed, further highlighting the accelerating real demand of the AI industrial revolution.
This is yet another strong proof of AI's solid fundamentals. Its growth momentum not only justifies the high valuations of the current AI sector but also makes it harder for the U.S. stock market to drop and easier for it to rise.
At least for now, this is fundamentally different from the dot-com bubble of 2000.
If the big tech earnings reports in October further confirm this trend, the market—especially institutional funds that are still restricted—might finally catch on.
We’re far from the dot-com bubble stage; we’re still in the early days.
Acceleration is being accelerated!
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