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  1. 10,943 Posts.
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    Don't think anything fancy is needed.
    Was expecting green shoots 2nd half and got a sniff of it with NVDIA confirming tech spend slowdown is starting to abate.
    Seems companies are starting to invest and build their AI infrastrature. What I was expecting 2nd half but came few months earlier than expected. Just need to see this trickle down to smaller players.
 
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