Patient Capital Management: Equity valuations are approaching bubble like levels. As in every other period of excess, market sentiment is buoyed by proclamations of further gains and the fear of loss is replaced by the greed for more gains.
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Data Centers Lift This Top Performer – and it’s Not an AI Stock
The stock has averaged a 17% annualized return per year over the past five years. High performance computing data centers have been the main revenue driver for AI stocks like...