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A.I. Bubble "Inflating," "Not Popping:" Tech-Tied Stocks to Watch in CapEx Cycle

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David Waddell says investors recently experienced an "air pocket" in the A.I. trade, though he doesn't expect the bubble "bursting" any time soon. While he sees some parts of the trade as overinflated, David points to other corners of the market as fairly or undervalued. He makes the case for metals and construction as plays for investors to watch.

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