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Story summary
- Michael Burry (investor) and Danny Moses (investor) express caution regarding the AI market's growth.
- Danny Moses likens the AI boom to the dot-com bubble and urges investors to focus on established tech companies such as Amazon and Google.
- He also notes uranium's importance for AI infrastructure.
- Analysts endorse diversification beyond AI, citing 2026 expectations for stable returns in sectors including European banks and healthcare.
