(disclaimer, i'm just a viewer, i don't know this guy, 42macro provides interesting investing info) https://www.youtube.com/watch?v=sooDyW0_5ZM for discussion: he says the tech execs (bezos, zuck and many others) went to kiss the ring for a government backing of the debt they were going to take on for this AI buildout. i've been watching this guy for years. he's usually right when everyone else is wrong. he sticks to positions other people don't. he manages huge amounts of money. i've become a b
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