Nothing I communicate, especially n terms of FA, is gospel by any means. I have no idea about what engineers sat on their payroll during that period, although I understand the war severely disrupted their operations. And not sure why that would matter now......?
But, no arguments for anything you posit. There is no intrinsic barrier to entry to what they're doing, it seems to me. Just hustle, money, connections. So, first mover advantage....
We all have limited information, so like everyone else I put out my feelers and make my bets. I got smacked last year with SMCI, which I thought I understood, but of course it collapsed with the short report exposing their multiple accounting shenanigans. Ugh. Lesson learned. Always be humble. I really and truly know nothing. Narratives can be manipulated. Unimportant data points magnified. Facts skewed. Goldman Sachs tells us to buy now after ( my guess) they've been accumulating for months. So, I prefer charts. FA wears me out....(-:
It's working out so far. My next sell will put us entirely on house money with NBIS. After that, I'll let it ride until the fates tell me otherwise. |
