The Transformer Trap
The AI Buildout isn't short of chips, its short of the box that connects them to the grid///
Welp here we are again another week has gone by and stocks we have discussed over the last few months are starting to get their day in the sun, namely biotech this time around and some physical AI components/robotics driven by Unitree, but this article isn’t about old things well maybe some of it is. It is the first part of a three part series where we once again dig into the furu term of bottlenecks, We are once again going to chirp loud and clear about something we believe the market is missing we talked about it last week which was basically part 5 of our Wall thesis. I cannot stress this enough as of current our book is roughly 33% aligned in total with stocks we have talked about from just that one article alone. I firmly am planting my feet in the ground there and saying out loud that I do not believe I am incorrect I believe I am early and picking winners will be difficult which is why we focus on regulated data. We place our own money behind our mouths and we are doing it once again and this one could be wild because the street is still rating this stock as a shitco.. we think it has the possibility to be much much more…Oh we are also raising prices, we have to switch API vendors and either I do this or shutdown The Demand Zone, its not cheap to run and I cannot continue to eat the API costs every month like I am.. I got two kids to feed, so lock in your pricing now or cry later. With that lets get down to brass tactics welcome to another episode…… When you read this we will have the CPI numbers, lets see if my model was correct or its way off, good battle test in public like this.. ok ok onwards!
