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View in context, Economics, April 2024

Experts Question 'Suspicious' Trading Volume Before Trump Jr., Eric Trump Join Nasdaq Firm (youtube.com)

Inference spending. There will be a slowdown in training spending and you won't have inference spending for Siri or whatever. Other people will spend on AI but big buyers like China have pre-bought expecting sanctions. So on the other side of that buying sales will appear down.

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