Underweight Software, Overweight Infra
24:57–25:39 · 42s
Thill lays out his playbook—avoid software apps for now, favor infrastructure tied to AI CapEx—and notes money rotating into safe havens like Walmart, gold, and staples.
24:57–25:39 · 42s
Thill lays out his playbook—avoid software apps for now, favor infrastructure tied to AI CapEx—and notes money rotating into safe havens like Walmart, gold, and staples.
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