Welcome Avatar! Been a hilarious week in the market. Mainly highlighted by the tired and true: Ladies Leverage and Liquor that Jensen is highlighting once again (second time apparently!). There is no real reason to care about a person’s personal life, the real risk is related to the Chinese Spy angle. IE. If he was foolish enough to actually give out confidential info (doubtful). Even then, he’d be hired in seconds.
More importantly, isn’t it interesting how we “suddenly” got a wave of negative AI news? Seems like this is lining up practically perfectly from the outline we gave out at the end of June. Semi/AI cycle coming to a close and now all the cockroaches come out at the same time. For those that don’t know, cockroach theory means the following: “If you see one, there likely an entire family of them”.