XYZ100 directional thesis
The AI top is not here yet because it is not crazy enough, the build-out is funded by the richest companies on earth printing cash, not junk bond speculators levering up.
“I know we're going to have a moment where we're all going to wake up and say we've invested too much. I don't know if it's 3 years away or 18 months away. I don't think it's happened yet. For sure it hasn't happened yet.”52:30claim_id
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