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Show Notes
Andrew Sobko discusses the seismic shift taking place in A.I. data center growth, adding his company's perspective and role in that industry. He dives into the reasons why companies are pivoting their business models to compete and keep up with the evolving interest in A.I. infrastructure. Additionally, Andrew provides his insights on T-Mobile (TMUS) after an earnings beat, but says the leadership change could be weighing on shares.
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