Super L take
Money is a simple concept - it accrues to the one providing the most value.
Elon is making rockets and EVs, earning >$150B / year
I am a massive warren buffet fan but no point in making all these comparisons
The run up in $NBIS is actually GOATed.
I am still invested, but definitely more scared of the valuations. Obviously, I am around to enjoy the party while the music still lasts
HOLY SMOKES!
ELON (@elonmusk) LOSES HIS CASE VS SAM ALTMAN (@sama) AND OPEN AI (@OpenAI)
Open AI to soon IPO after the trial is over
Non-profit to profit arc is going to be complete now?
Neoclouds like $NBIS are having a field day while we suffer through a supply bottleneck for compute.
Iโm also enjoying this rally, but do realize that this time will not be permanent. Be agile as an investor