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Strategies & Market Trends : Young and Older Folk Portfolio
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To: SeeksQuality who wrote (7120)7/31/2024 6:28:53 PM
From: Dave the wildpitcher6 Recommendations

Recommended By
dan1944
Fireball Dividend
Gordon Gekko 23
Markbn
SeeksQuality

and 1 more member

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Re: " Who got rich in the Yukon gold rush?"

The shop keepers and provisioners.

With generative AI, it is difficult to know who the miner is versus the provisioner.

To NVDA, MS, AMZN, and GOOGL look like miners

To the end beneficiaries of AI, MS, AMZN and GOOGL look like provisioners.

The companies who will actually try to do something productive with AI are like the miners; some will strike it rich, some won't.

Maybe the only ones that make all the money are the consultants.

Dave
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