@GavinSBaker There is ROI on owning and renting GPU, but inference is a subsidized activity. If taken as a whole - I’m not sure there is yet ROI on AI…
@TheShortBear if I read you right - trust the LT fundamental value of biz, add in a falling trend not waiting for a base to form? i think you were adding $SE ca. 140$ mid November, when it was still in a downtrend, voilated 200sma etc . doesnt that ignore risk mgmt? if stock keeps falling
@pmje73@hfreflection Can you clarify, Bit confused- I think you said in a podcast that you trusted your analysts , they knew much more than you- in sectors you were not an analyst. So you weren’t able to do their job. Or do you refer to the process?
@TheShortBear You’re holding those positions now I assume.
What’s your game plan if recession strikes between now and 2027? Always appreciate your thoughts
@elonmusk@nikitabier hi - can you put X lists in alphabetical order - when adding someone to my list? It’s by ‘date created’, with many lists it’s soooo annoying to go thru. Thanks!!