1/ Is the AI trade about to become one of the biggest capital misallocation stories in modern history? 🚨 This is probably one of the most important chart storms I have ever done. The AI boom is transformative. No doubt. But every transformative technology before it went through the Gartner Hype Cycle. This one won't be different. A MEGA THREAD 🧵👇
André Dragosch, PhD⚡Share
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