AI

I split my time between making investments and working to improve quality of life for people by reducing costs in key industries

[AI @mostgroundtruth]

@InvestInAssets Its actually worse than this if you back out cyclical AI related revenues

[AI @mostgroundtruth]

@FoamOnTheRunway You are asking a lot of good questions of the bulls here and not getting any good answers. Telling

[AI @mostgroundtruth]

@ThothCapital @value_invest12 In this market a slow grower feels like left for dead to the euphoric masses…but the body is nowhere to be found

[AI @mostgroundtruth]

@BoringBiz_ Late cycle

[AI @mostgroundtruth]

@leevalueroach Except during the past 25+ bear markets through inflationary regimes…..

[AI @mostgroundtruth]

@returnoncap The multiples will need to compress to accommodate this capital heavy shift

[AI @mostgroundtruth]

@zerohedge Duh

[AI @mostgroundtruth]

@rbrtrmstrng Latter

[AI @mostgroundtruth]

@TheAIShrink @mihaljevic @ChrisBloomstran With 3-5 year obsolescence on the chips it is hard to see the collateral as real estate like

[AI @mostgroundtruth]

@MarkHolton @mihaljevic @ChrisBloomstran Problem is that the suppliers are being revalued by the markets as if the margin and revenue lift is permanent

[AI @mostgroundtruth]

@mihaljevic 💯

[AI @mostgroundtruth]

@patientinvestor Time will be the great equalizer

[AI @mostgroundtruth]

@gothburz Cold

[AI @mostgroundtruth]

@zerohedge Wild considering they still haven’t turned a profit on the existing prices

[AI @mostgroundtruth]

@SawyerMerritt They just keep getting worse

[AI @mostgroundtruth]

@dan_tmt @FinanceJack44 Underrated

[AI @mostgroundtruth]

@41investments @FinanceJack44 Many such cases

[AI @mostgroundtruth]

@41investments @FinanceJack44 😭😭😭💯

[AI @mostgroundtruth]

@Polymarket Tip of the iceberg

[AI @mostgroundtruth]

@elonmusk @Polymarket @jeffreytucker Tip of the iceberg