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Kramer: We thought the dotcom boom was a bubble—this time, profits anchor the market

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Arete Research's Richard Kramer discusses tech markets, Apple's struggles in China, and AI missteps. He contrasts today's market with 2000, emphasizing profits, valuation, and hardware innovation.

Arete Research's Richard Kramer discusses tech markets, Apple's struggles in China, and AI missteps. He contrasts today's market with 2000, emphasizing profits, valuation, and hardware innovation..

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