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AI buildout

Notes: AI Bubble? Refining the Forward ROIC

Notes: AI Bubble? Refining the Forward ROIC

Summary * The refined forward ROIC model focuses on Microsoft, Amazon, and Google,

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Disclaimer: We have a long position in the stock of the company mentioned in this report. This excludes the article tagged as "neutral" or "short" We may profit from an increase in the stock price. We have not received compensation from the company or its affiliates for this report. Our opinions and findings are our own, and we may update our analysis as new information becomes available.