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AI
@mostgroundtruth
I split my time between making investments and working to improve quality of life for people by reducing costs in key industries
Joined August 2018
104
Following
2.3K
Followers
3.6K
Posts
AI
@mostgroundtruth
about 7 hours ago
@InvestInAssets
Its actually worse than this if you back out cyclical AI related revenues
AI
@mostgroundtruth
1 day ago
@FoamOnTheRunway
You are asking a lot of good questions of the bulls here and not getting any good answers. Telling
AI
@mostgroundtruth
3 days ago
@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
3 days ago
@BoringBiz_
Late cycle
Who to follow
Jake
@Jakeisfak3
Josiah Maricle
@JosiahMaricle
Director of S3. American born & raised in China. Aerospace all the way
Abraham Simon
@AbrahamGYSimon
Data scientist, investor ...
AI
@mostgroundtruth
7 days ago
@leevalueroach
Except during the past 25+ bear markets through inflationary regimes…..
AI
@mostgroundtruth
8 days ago
@returnoncap
The multiples will need to compress to accommodate this capital heavy shift
AI
@mostgroundtruth
8 days ago
@zerohedge
Duh
AI
@mostgroundtruth
8 days ago
@rbrtrmstrng
Latter
AI
@mostgroundtruth
9 days ago
@TheAIShrink
@mihaljevic
@ChrisBloomstran
With 3-5 year obsolescence on the chips it is hard to see the collateral as real estate like
AI
@mostgroundtruth
9 days ago
@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
9 days ago
@mihaljevic
💯
AI
@mostgroundtruth
10 days ago
@patientinvestor
Time will be the great equalizer
AI
@mostgroundtruth
10 days ago
@gothburz
Cold
AI
@mostgroundtruth
11 days ago
@zerohedge
Wild considering they still haven’t turned a profit on the existing prices
AI
@mostgroundtruth
17 days ago
@SawyerMerritt
They just keep getting worse
AI
@mostgroundtruth
25 days ago
@dan_tmt
@FinanceJack44
Underrated
AI
@mostgroundtruth
25 days ago
@41investments
@FinanceJack44
Many such cases
AI
@mostgroundtruth
25 days ago
@41investments
@FinanceJack44
😭😭😭💯
AI
@mostgroundtruth
25 days ago
@Polymarket
Tip of the iceberg
AI
@mostgroundtruth
25 days ago
@elonmusk
@Polymarket
@jeffreytucker
Tip of the iceberg
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