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SECTOR ETFARKXUFOBULLISHCore thesis · 5/5

No single ticker was named. Space economy ETFs are one way for retail investors to get exposure. Not a recommendation.

AI inference drives commercial fiber and spectrum demand

The guest argued that the shift from AI model training to inference creates a major investment opportunity in commercial fiber and wireless spectrum infrastructure.

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AI inference drives commercial fiber and spectrum demand · Zortix