Michael Taylor
@Mike_Taylor1972
PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Joined May 2009
594 Following 63.4K Followers
Last week on @Hedgeye with @KeithMcCullough we talked about just this: we are on the cusp of meaningful Neg Pricing Power for AI.
This IMHO is the GREAT risk to the model.
The conversation is free on youtube rt now.
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