As everyone goes through weird drawdowns and hyper-volatility, my month has been SUPER CHILL.
Want to know what it's like to be a relaxed investor? Pick good companies with huge runways and unknown upper limits. How high can $HPE go? You tell me.
Everyone is chasing AI bottleneck plays, paying almost 20x gross revenue. Small companies with huge future projections trading at crazy market caps. That's hope, not investing.
Meanwhile, sitting cushy on the side is $HPE, a clear winner as AI usage goes up. As models become more prevalent, as token costs go down, as cars become autonomous, as robots do work, AI USAGE GOES UP.
The network and infrastructure that powers all this will be a winner.
To put AI to work, you need distributed networks and hardware to complete the actual inference and execution tasks. MAKE AI WORK.
It's not memory, it's not neocloud, it's not hyperscaler...capex can change, commodities can fluctuate...but the underlying demand for AI is only going up. The system to power it has to be strong.
Hope everyone is doing ok with huge ups and huge downs, I'm chilling riding a small wave over the last month 🌊 but the best part, there is no upper limit on $HPE growth.
Have a great weekend!
[CHINE🇨🇳 - AFRIQUE🌍]
L’Afrique se réveille : les ports chinois ne sont plus seulement une opportunité… ils deviennent un risque stratégique.
Des entreprises chinoises contrôlent ou opèrent aujourd’hui 78 ports dans 32 pays africains.
Une empreinte sans équivalent.👇
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