This week, something unexpected happened. Warren Buffett, the investor who avoided tech hype for 20 years, just bought $4.9 billion worth of Alphabet shares. 

At the same time: 

• Analysts warn the AI economy may already resemble the dot-com bubble 
• Nvidia is hitting record highs while AI infrastructure spending explodes 
• Most enterprises still report no measurable ROI from AI 
• Sub-prime winner Michael Burry is betting against AI infrastructure companies 

So, what’s real? A bubble? A breakthrough? 

Or both at the same time? 

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