AI is overbought, nuclear is past peak, I need a new thesis for the next year. What are we thinking? What’s the next physical/labor bottleneck worth buying into?
>nuclear past peakImpatient retard, memecoins might be more your speed.
Everything is overbought. Gold and chill for the next 5-10 years while everything deflates in real terms
>>62702642non-indian professional services booz allen hamilton a good pickH1-B ban is going to smoke cognizant, infosys, etc while boosting the othersalso market is starting to realize that enterprises actually need the proserv firms to implement AI they can't just buy chatgpt.com licenses and fire all the workers
>>62702833long BAH short CTHS is a good pair trade
