No qualifying author-owned investment thesis was confirmed in this post.
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Are you one of those who just can’t wrap your head around the AI CapEx numbers from the hyperscalers? Are you still using only the free versions of LLMs to ask direct questions to get bad responses, and that’s what you think AI is??
Go listen to Wal-Mart’s earnings call.
Absolute CLINIC on how great AI execution can go straight to the bottom line.