Sep. 7 at 10:43 AM
$AVGO $SNDK $META $GOOGL $CRWD
AI is entering a new phase, and the rules of the investment game are changing with it. For the past few years, the biggest AI story was largely about who could build the most powerful models, secure the most advanced GPUs, and spend the most money on data centers. Now, the focus is shifting toward something even more important: economics. As AI models become cheaper to run, custom chips become more capable, and businesses find more practical ways to deploy AI, demand could expand far beyond today’s early adopters. That creates enormous opportunities for companies building the infrastructure, software, data platforms, and applications that make AI useful at scale—but it also creates new risks for companies whose valuations depend on AI staying expensive, scarce, or difficult to...
https://www.wizeinvesting.com/p/sndk-s-4-648-run-what-500-a-month-could-mean-with-caution
