How big is the AI build-out, really? Bigger than the telecom boom at its peak. Smaller than the railroad boom. And on one Brookings projection, on track to pass every boom in US history. I went through the SEC filings and the historical record to separate today's spending from the forecast. Full analysis: https://stockassembler.com/blog/17171755-7204-49ca-bfb4-39daa0cda9df $QQQ$MSFT$GOOGL$NVDA
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