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RE: LeoThread 2026-03-02 14-33

in LeoFinance2 months ago

Part 5/8:

Howard acknowledges concerns about creative destruction—where new technologies displace old industries and lead to job losses or business failures. However, he remains optimistic that the process will be efficient and not as destructive as some fear. He stresses that well-managed industry leaders like Microsoft will not only survive but thrive, potentially increasing dividends as the benefits of AI and innovation become more entrenched.


Semiconductor and Company-Specific Opportunities