Why Infrastructure Wins First
5:56–7:34 · 98s
Contrasting AMD’s surge with Palantir’s drop, the co-host explains Wall Street’s preference for AI infrastructure plays that get paid regardless of app success, versus murkier end-application bets.
5:56–7:34 · 98s
Contrasting AMD’s surge with Palantir’s drop, the co-host explains Wall Street’s preference for AI infrastructure plays that get paid regardless of app success, versus murkier end-application bets.
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