- Agreed re: China + AI. "When China enters the room, profit leaves" - Louis Vincent Gave
- Citrini's quote is profound. Easy to buy cheap value but is the stock/asset at an inflection point? Would it be better to buy one with its catalyst materialized and its uptrend strong?
Unlike property real estate, hyperscalers need to renovate every 3-5 years!!!
Haha love that last paragraph 🤣
Happy Saturday Ferg
- Agreed re: China + AI. "When China enters the room, profit leaves" - Louis Vincent Gave
- Citrini's quote is profound. Easy to buy cheap value but is the stock/asset at an inflection point? Would it be better to buy one with its catalyst materialized and its uptrend strong?