Wall Street logic right now: punish Big Tech for “wasting” capex on AI, punish SaaS because AI will replace them, and punish GPU manufactures for selling the chips that power the “waste.” 🤔
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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