Stephanie Link says Microsoft and other tech giants are keeping data center spending steady, showing AI infrastructure investment remains strong. She adds the ripple effects for suppliers are helping support U.S. GDP.
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Stephanie Link says Microsoft and other tech giants are keeping data center spending steady, showing AI infrastructure investment remains strong. She adds the ripple effects for suppliers are helping support U.S. GDP.
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I sold the $META $655 Puts 9/25 for $7.60
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