(https://www.marketwatch.com/story/three-ways-the-ai-boom-may-fizzle-and-what-happens-to-stocks-next-f2d6e5eb?mod=mw_rss_topstories), and the market's treating it like the boom is ending. It's not. What's ending is the era of infinite H100 capacity hoarding — capex is rotating from training sprawl to inference optimization, and that's a completely different valuation game.

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