@BenBSP In my view, he may eventually acknowledge—just as Warren Buffett and many other respected investors have done in the past—that he underestimated the scale of AI demand and its ability to generate significant, sustainable profits.
@BenBSP He overlooks the substantial profits that major technology companies are already generating from AI-related growth. These profits can support higher fair-value estimates and stronger price forecasts for the coming years.
@BenBSP He repeatedly uses phrases such as “I believe,” which suggests that his conclusion is based more on personal opinion than on strong financial evidence and leaves open the possibility that his forecast may be wrong.
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