Spot on. Most AI companies’ fundamentals have improved while the prices have gone down.
Patience my friends!
Every AI company that matters beat earnings and raised guidance.
From $AMZN to $NVDA to $NBIS to $LITE to $SNDK, and so on.
The past few months have been tough.
But useful to remember that fundamentals have improved through this entire period.
I personally think we'll see a rubber band type recovery once macro cleans up.
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