Why This Beaten-Down AI Stock Is a Buy
Wall Street just cut one of the AI boom's most essential stocks nearly in half. Meanwhile, the company behind it is growing faster than it ever has. See why Wall Street has this one backwards.
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Being Exponential with Luke Lango
29.2K subscribers
I spent the weekend analyzing every angle of this frontier AI slowdown discussion, and I keep coming back to this phrase: Capability Pacing, Capacity ...
Just listened to $MSFT CEO Satya Nadella speak at the All-In Summit about the AI slowdown at the frontier.
Not a word about reducing capex.
Capability...
Technicals seem to confirm the market isn't so worried about this "AI slowdown."
$SMH $SOXX $AIS are all down big today, but if the market were really...
