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NBIS vs. MSFT: Which AI Infrastructure Stock Has More Upside?

Nebius offers pure-play AI infrastructure growth, while Microsoft leverages massive scale and embedded AI to dominate ...
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AI Will Demolish 200,000 Jobs According to Expert

Morgan Stanley forecasts that artificial intelligence will eliminate 200,000 banking jobs in Europe by 2030. Other forecasts ...

Bristol Gate Capital Partners US Equity Strategy’s Q3 2025 Investor Letter

Bristol Gate Capital Partners, an investment management company, published its Q3 2025 investor letter for the “US Equity ...

Bristol Gate US Equity Strategy: NVDA’s Demand Today is Broadcom’s (AVGO) Opportunity Tomorrow

Bristol Gate Capital Partners, an investment management company, published its Q3 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.