AI's Investment Implications

Which energy stocks to bet big? Frankly, no idea.

Disclosure: Nibble a tiny amount in highly speculative energy and neocloud stocks, OKLO, EOSE, IREN, NBIS, CRWV. Didn’t bother with traditional energy stocks, CEG, NEE…

Since May 2023, PLTR outperforms NVDA by a wide margin.
Disclosure: Owned both. Regrettably, own more NVDA, 3:1 in dollar term.

Past post dated May 2023. Understanding a company is not that easy :wink: