AI Tradeβs Resurgence Hinges on Cash-Flow Strength, Not Just Demand
18 December 2025 at 23:45
The post AI Tradeβs Resurgence Hinges on Cash-Flow Strength, Not Just Demand appeared first on StartupHub.ai.
The resurgence of the artificial intelligence trade is not merely a question of burgeoning demand for AI infrastructure, but critically, how that demand is financed. Michael Sansoterra, Chief Investment Officer at Silvant Capital Management, recently articulated this nuanced perspective on CNBCβs βThe Exchange,β emphasizing that while the AI boom is undeniably robust, market participants are [β¦]
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