Roussin Capital’s Mark Roussin says investors still underestimate the AI boom, arguing this cycle’s earnings growth is far stronger than in the dot-com era and

BWB News TV • 2026-08-11 17:03 UTC • By Billy Odell Tucker-Robinson

Roussin Capital’s Mark Roussin says investors still underestimate the AI boom, arguing this cycle’s earnings growth is far stronger than in the dot-com era and driven by real profits, not hype. He points to bullish views on PLTR and CELH.

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