@theaiportfolios@Ross__Hendricks So you’re implying that you’d be a long term owner here, buthave FAD in May as a watch point. Assuming Q2 AI seat decay is worse than expected, how does this play into the narrative long term. “Enterprise migration executes in years” - true
According to data that were just released by the Federal Reserve, the U.S. money supply (M2) has now increased by more than 25% over the past year for the first time on record. This rate of monetary inflation is astonishing.