| The reality is that AI is so revolutionary and so disruptive that it’s very hard to say for sure whether superscalers are currently priced accurately in the markets. But what will be even more impactful and is not adequately priced in is the effect AI is going to have on applications of it on company earnings, efficiencies, and the like. I’m often asked whether these future productivity improvements will convert to the profits and incomes needed to service the debt well. I’ve done the calculations, measuring it against other productivity miracles, and I think it’s very unlikely — though of course, I could be wrong. As an investor, if you think that will happen, I suggest that you skew your portfolio accordingly. @MasterInvestorChannel You can watch the full conversation here: ?si=80wa_2oZNieVMeUN |
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