No Reason for AI Bubble to Burst Soon: 3-Minutes MLIV

At markets, managing to put geopolitics to the sidelines to a large degree and remains in focus. I suppose we have reason to go a leg higher with those micron numbers. I very much sit in the driving seat.I think so. There are a couple of themes going on. Of course, there's the Ukraine story. There's the looming threat of a shutdown in the US.But absolutely, the main driver is at the moment, and I know a lot of markets have spent the last month or so wondering about whether they're in a bubble or even for mu ...