@RentYourStocks The real dead money is Microsoft funding OpenAI at premium Nvidia prices while Anthropic (running on Amazon’s cheaper Trainium) dominates the agentic capabilities leaderboard. Or Google burning billions on TPUs with no revenue model.
@DGretta_Author@Minnvestor I’ll take the cheaper ticket to the rebound party over hugging the premium moat that’s currently bleeding red. Portfolio doesn’t care about your thesis if it’s not printing gains.