@amitisinvesting Problem is with the consumer
Ai leads to less workforce
But increases inflation as bottlenecks keep raising prices
At some point the consumer will consume less
Maybe leading to hyperscalers cut capex
The bottlenecks will be punished and forced to lower margins
@dannycheng2022 You cannot hold dry powder and be fully invested at the same time…So when the stock market goes up people make fun of thelonginvestor for preaching to have cash ready and missing the upside -if it goes down people preach about dry powder…
So ,how much dry cash? Never fully in?
@ZeeContrarian1 Thank you for sharing , I always appreciate your ideas. However Not to sure about that one. Ark buying into that is not really a plus for me. Cathy’s performance the last years has been devastating.