@daniel_koss Yes the markets have survived a lot, but, as I tell my clients 'doesn't matter if it's best company in the world, if you don't pay right price'
@daniel_koss TY for the amazing research- 1 question - living in Toronto I remember how Nortel imploded due to vendor financing. Isn't this sort of the same thing?
@daniel_koss Thank you for the valuable info ๐บ Struggling to understand data centre layers & where various companies fit into the picture plus nomenclature ๐ - ideas for education -websites, specific people? Tired of spending life on Perplexity๐ฟ Thanks!
@daniel_koss Thank you so much for your analysis of FCEL๐บ๐บ
Tell the jerks on here if they don't like what they read, feel free to unfollow or scroll on by๐พ
@daniel_koss This was a wonderful article - I even managed to understand most of it๐ Question - I have just read all your posts about Ouster- is Ouster's software at risk of being replaced by AI (or has the huge decline in software due to AI been greatly exaggerated) ?? Thank you.
@TaPlot So, a repeat of last year? Peak mid-July, then decline into Sept, perhaps.... Thank you so much for all the info & and expertise you provide ๐๐๐
@PippaStevens13@EIAgov Thanks for all your great explanations about the power/data centre sitations. Giant pandas are incredible, but have you learned about Red Pandas? Aaaamazing & even cuter if that's possible!๐๐๐
@nextbigtrade I understand why you want to point out your winners, but it would refreshing if you also made comments about the ones that aren't working out so well- like TOST!!!
@MichaelKantro Could you please put that in simple terms for us non-economist types? Does "lots of cut-worthy data that continue to worsen" = he will have no choice but to cut rates???