The AI Trade for the past few years has been the hardware story.
Such a great read 🤌🤝👏
Great analysis but what worries me is that both the railroad and fiber optic build outs were immediately followed by severe corrections. My theory is 2026 will be similar to 1999 with a final blow off of IPOs.
Solid list. My eyes are definitely on Tempus right now.
he who has the most structured data in a data intensive industry wins
Such a great read 🤌🤝👏
Great analysis but what worries me is that both the railroad and fiber optic build outs were immediately followed by severe corrections. My theory is 2026 will be similar to 1999 with a final blow off of IPOs.
Solid list. My eyes are definitely on Tempus right now.
he who has the most structured data in a data intensive industry wins