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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Pogeu Mahone who wrote (207058)7/26/2024 5:45:59 PM
From: TobagoJack  Respond to of 217556
 
I agree with the derisking

I believe AI is most useful in what AI can do, increase revenue, decrease cost, and do the previously hard-to-do, and

As with any electrical engineering problem, lots of ways to get at the solutions, therefore

The valuation premiums ought to go to entities using AI

Such as terminals to AI clouds

Such as service providers enabling AI-facilitated tacos, handsets, ships, factories, port facilities, … and

Ai-enhanced businesses

To focus that much madness on NVDA is both wrong and funny

Jensen Huang should buy up all constituent companies making up GDX, because

AI unleashed should encourage monetary reset / reboot