You can call it painstaking but I mostly found it painful to read. I mean you don't need that much text or numbers to argue most of the AI hardware spend seems

You can call it painstaking but I mostly found it painful to read. I mean you don't need that much text or numbers to argue most of the AI hardware spend seems driven by two companies, who likely need to spend more next year to match projected growth. But then there's a lot of repetition and calling those two companies unprofitable and unsustainable, which I really hoped he would expand upon but he didn't get that far before I gave up.