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These are strange markets. Exhibiting the most irrational earnings responses in recent memory. The irrationality is the opportunity for astute investors. Three of the four largest Hyperscalers, the massive companies buildinh and managinh huge data centers to run their own apps and provide global cloud and Ai computing services. These Hyperscalers, just handed investors phenomenal…
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I bought Alphabet shares today for under $320 First purchase after I called it last year at $195 and it doubled this year hitting a high of $399 per share. It’s quarterly earnings were good, outlook solid but investors spooked by the increased investment in AI infrastructure. Having the infrastructure is key to long-term success…
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Evaluated side-by-side using the AI Business Quality framework by Pitchbook, OpenAI is priced at $188 billion per point of business quality. That represents a 60% premium over Anthropic, which sits at $118 billion per point. This wide spread raises a pressing question for pre-IPO invesors: is OpenAI truly worth that premium, or is it a…