Most of the massive surge in AI spending to date has been to build huge data centers. Much of the spending has been by just four companies: Amazon, Microsoft, Meta, and Alphabet.Tipranks.com shows stock returns from my articles have averaged over 30% over a one year period. I was the Credit Manager for a mid-sized publicly traded bank and retired early in 2013 due to success in the stock market. Despite never working in the industry, I took and passed the CFA Level 1 exam. I usually only write about stocks ...