Feb. 13 at 1:19 AM
$CRM All this bullishness for no reason! 🤣 I'm bagholding at 194 average and I will never sell below 300, but I am more inclined to believe this will slowly decay to 0 over the next 15 years. Its just so hard for us to believe that the institutions are gonna spend the next few weeks/months continuing to distribute shares in this. The truth will show in next rounds of 13Fs, and I'm convinced that there's a solid thesis in believing that on a long enough timeline, this business model cannot stay competitive with pricing and maintain this level of growth and profitability. It just CANT. Dont talk about what AI can replace now or in a year. Think 5 years, 10 years, when we can locally quantize a 600 billion parameter LLM down to fit on a phone, take up a relatively small amount of storage space, give a deadly amount of tps, and pretty much run our whole lives with 80%+ accuracy across most disciplines if your a poor person. 92%+ if you can afford the QuantPhone 38 Ultimate (Its only 80k)
