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Recent Comments

ACHR and TSLA sell the news event tomorrow. Race to the bottom!
TSLR being 450 is an insult to the intelligence of the human race
IMO Apple sitting out the cap ex race is extremely bullish. They’re a consumer electronics company. They don’t need to be spending $100+ billion to develop something they can just buy when it’s ready. Inevitably the cap ex race will slow and there will be losers that Apple can just outright buy.
the fact you think Apple is gonna somehow lead the AI race is one of the funniest things I’ve read on Reddit this week
Meta has nothing to offer in AI race, they are behind hence the constant hiring spree
AMD really won the race to $200 vs Nvidia eh
“We are fine accidentally overspending a few hundred billion if it means we win the AI race” - Zuck Translation: “We are all lighting money on fire, but at least we have a bigger pile to burn than most.”
They have AAPL for disti and are otherwise vertically integrated. No one else is. They win the race as they started the race 5 years before everyone else. They seem to have their swagger back and the stock is still “cheap” on a relative basis
It’s the biggest arms race ever rn, whoever wins 🅰️ℹ️ wins it all
If it was indeed, Gyna would be pulling into the lead in the AI race. Just not the case
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