(https://www.marketwatch.com/story/a-looming-ai-disappointment-and-rising-yields-why-one-research-firm-is-hitting-the-brakes-on-u-s-stocks-4bfaa67b?mod=mw_rss_topstories) on U.S. stocks, citing AI disappointment risk. But here's what they're missing: the market hasn't priced in *success*—it's priced in permanent, profitable, 40%+ margin infrastructure spending.

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