In 1999, the "big players" of the time were still competing HARD to win their respective fields. It was early days for the internet...They were fighting and investing to win and become the incumbents (and make money)
TODAY, arguably they have won, as they print tens of billions of dollars every year - NOW what they are trying to do is not get outraced by others, and so they try to stay in the forefront of the AI rush.
Nice write up Shrub! I set tight trail stops for all my AI plays. The ones that fail will be sold, the ones that exceed will be added to. Lots of charlatans out there pumping some names.
Surprised you didn’t mention the inflation winners. Tho these may be tagging along on the China trade, EM, energy and base metals miners had a good week
: Bill is a great investor. I actually think he is Max Smart, because he walked away from such nerve-racking and, frankly, pointless activities such as shorting and only engages in “psychological” shorts from the looks of it
SHRUB STOP TALKING ABOUT CHINA YOURE GONNA JINX IT
I'm really sorry. I jinxed it already. From here on, I will refer to China as "THAT country"
In 1999, the "big players" of the time were still competing HARD to win their respective fields. It was early days for the internet...They were fighting and investing to win and become the incumbents (and make money)
TODAY, arguably they have won, as they print tens of billions of dollars every year - NOW what they are trying to do is not get outraced by others, and so they try to stay in the forefront of the AI rush.
For me this can mean one (or a few) thing(s), they will throw and throw cash to stay ahead, pumping up the whole space in the process.. As I explained here: https://www.philoinvestor.com/i/141061987/reflexive-bubble
Conclusion: We've got a lot of balls in the air, and I don't know what will happen when the music stops.
Conclusion 2: This should be fun.
SuperMicro?
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SuperMonkey
One of your best!
Phenomenal piece, as always! Merci Mr. Le Shrub!
Wow! Completely missed the impact of SMCI on Russell; the reminder of the impact of Mag 7 on Nasdaq this year was also appreciated. 🙏🏽
Excellent read Shrub!!
Nice write up Shrub! I set tight trail stops for all my AI plays. The ones that fail will be sold, the ones that exceed will be added to. Lots of charlatans out there pumping some names.
Good read, thanks Shrub
Great piece shrub, many thanks
Probably the best piece I've read in a long while. Thank you Shrub !
Wow! Amazing share. Thank you
Surprised you didn’t mention the inflation winners. Tho these may be tagging along on the China trade, EM, energy and base metals miners had a good week
I already spent 2 days on this piece, had to save something for other pieces!
This is so good!
You do not short/hedge given the statement?:
: Bill is a great investor. I actually think he is Max Smart, because he walked away from such nerve-racking and, frankly, pointless activities such as shorting and only engages in “psychological” shorts from the looks of it
Not only this is an excellent Shrub-stack with many important points, it's also hilarious. Both your analysis and sense of humor are top-notch!