Feb. 2 at 6:01 PM
With concentration risk in cloud infra (
$AMZN $GOOG $MSFT $NET ), resilience becomes strategy.
Long-term, I’d love to see
$RKT keep building toward a more vertically controlled, closed-loop ecosystem — security, redundancy, and operational independence matter.
Big picture: infrastructure is the moat when the tape gets noisy and malware hits 🏏⚾️
Vertical integration in cloud + core systems will separate the winners from the fragile narratives this decade.
Not financial advice — commentary only. Do your own research. 🔬
