ai
-
These are strange markets. Exhibiting the most irrational earnings responses in recent memory. The irrationality is the opportunity for astute investors. Three of the four largest Hyperscalers, the massive companies buildinh and managinh huge data centers to run their own apps and provide global cloud and Ai computing services. These Hyperscalers, just handed investors phenomenal…
-
I bought Alphabet shares today for under $320 First purchase after I called it last year at $195 and it doubled this year hitting a high of $399 per share. It’s quarterly earnings were good, outlook solid but investors spooked by the increased investment in AI infrastructure. Having the infrastructure is key to long-term success…
-
Satya Nadella, the CEO of Microsoft just issued a massive warning to every company using AI. You’re paying twice! The first payment is financial, but the second is extracted in something far more valuable than cash. Your proprietary knowledge. By introducing the Reverse Information Paradox, Nadella has fundamentally shifted how organizations must view their software…