Yeah, I would say I was right and the market was wrong.

Do you want proof that more infrastructure is needed for AI? It's like AOL. #WallStreet is wrong about CAPX.

For years I could not put my finger why I can't stand your "letter". Then it hit me, you run with popular narratives instead of facts. I have an employment index which is 80% more accurate that your "opinions". Don't get me wrong, employment play is in flux, but it is far from the lowest.

It's still a work in progress.

This is what I am looking at