Prabhakar - nice level headed take as always. A lot of this will depend on if and when the AI thesis breaks down, whether it will be a correction or a carnage. Logic kind of tends to take a hit in the latter, when liquidity calls come you may not have an option on what to keep and what to sell. Doesn't seem imminent but 2 very nice blogs on the economics of AI if you haven't read.
Prabhakar - nice level headed take as always. A lot of this will depend on if and when the AI thesis breaks down, whether it will be a correction or a carnage. Logic kind of tends to take a hit in the latter, when liquidity calls come you may not have an option on what to keep and what to sell. Doesn't seem imminent but 2 very nice blogs on the economics of AI if you haven't read.
https://pracap.com/global-crossing-reborn/
https://pracap.com/an-ai-addendum/
Thank you 🙏
Again sir you are spot on How you can in a same blog covers all facts & Counter facts ??
hats off to you & please keep on enlightening us
Enjoyed reading. What’s your take on railways and building materials sector in next 2-3 years?
Wisdom and Experience on Markets and Strategy summarized and juiced as crisp and sweet as possible! Great stuff! Thanks!