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The AI Bubble Is Here. Why You Can Still Play the Stocks.

1. Seaport Global sees AI bubble, but still profit opportunities exist. 2. Key AI spenders like Amazon and Google lack significant ROI. 3. Bubble speculation echoes past dot-com era sentiments. 4. Nvidia and AMD recognized as core players in the AI landscape. 5. Long-term AI concerns but short-term profits still possible.

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FAQ

Why Bullish?

Nvidia remains a key player in AI as major investments continue, suggesting sustained demand.

How important is it?

The article's focus on AI spending and Nvidia's positioning suggests a significant shift in market dynamics.

Why Short Term?

While concerns exist, NVIDIA's short-term profitability in AI applications remains strong.

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