Counts from the Fri, Oct 16 close, which is not scored yet.
Weary Centurion@weary_centurion$CRWV If you won’t take it from me, take it from a CPA who understands the sector deeper than most on here from a financial perspective Also a very good post on the nuance of good companies vs bad companies in the same sector and how that can conflate valuations
Audit The Herd@AuditTheHerdEveryone knows I've been bearish on specific parts of the AI trade. Just search my profile, I've been saying it for months. To be clear, I'm not bearish on AI. I'm bearish on bad business models being priced like good AI companies. If you break the trade down to first