Would love to hear what you’re looking at with this in mind. Like you said we’ve seen the money being cycled between these companies for a bit now and reaching a point of stagnation as we are unable to keep advancing at the same pace due to current physical limitations
2026-08-08 18:27:50
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Shimoda :
AIPO for simplicity
2026-08-12 22:53:35
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mattpaik :
Yup exactly. Lots of potential plays which actually makes it harder to have stronger conviction in individual plays. I’m looking and will post soon.
2026-08-08 18:37:32
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