2 points | by gamerDude 4 days ago
2 comments
Nice idea. The AI infra trend was pretty bad, though. Where are coreweave, nebius, supermicro and others like them? The selection of companies seems like it came from an LLM without any knowledge of the last two years.
This is interesting. I would have thought that the RTO trend would be investing in commercial real estate companies.
Nice idea. The AI infra trend was pretty bad, though. Where are coreweave, nebius, supermicro and others like them? The selection of companies seems like it came from an LLM without any knowledge of the last two years.
This is interesting. I would have thought that the RTO trend would be investing in commercial real estate companies.