No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis: general question, no actionable view
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Having asked Gemini every question under the sun about AI and tech stocks, it seems that they are mostly all a crapshoot at this point. That is to say, there are many sound businesses (along with many unsound) but any further gains cannot be determined by the fundamentals.
I would say that MU seems to be the only one sticking out a bit as a possible further runaway. But I'm also thinking it's too late.
Would love to hear any non-hopium answers about why you think things aren't all priced in.