@AlexCorrino@MikeFritzell@Nomura If AI works out, Mag 7 FCF goes up; if AI doesn’t work out, Mag 7 (except NVDA) cuts back on Capex, FCF goes up. So I don’t worry about Mag 7 (excelt NVDA). I worry about the entire supply chain of AI though.
Silver could break below March & June lows, but does not produce an extended decline, but stay there for a couple of days before reversing higher. Slingshot scenario is also possible, but I expect it to be shallow decline mostly playing on nerves. Very tough and complex price action...
@TheIcahnist@oddbjorndybvad@adnaninvest I will read it. Any other value investing book written by European authors? I am trying to learn from authors of diff cultures.