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Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. I dispute the "no way to become profitable" claim (literally all profitable right now, it's the pri
by ben_w 1y ago
Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla.
I dispute the "no way to become profitable" claim (literally all profitable right now, it's the private ones which probably aren't). I do have other negative sentiments for most of them, but those are the seven that represent about that share of the S&P500.
- andsoitis 1y agoRight. The are also not “AI companies” in any meaningful way — only NVidia’s revenue and market cap is heavily driven by AI sales. The author’s thesis seems to lack rigor.