The market is no longer buying AI exposure, it's buying scarcity by layer. The b
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The market is no longer buying AI exposure, it's buying scarcity by layer. The b
· @demian_ai
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The market is no longer buying AI exposure, it's buying scarcity by layer. The book I keep is up 111.83% over the last 6 months, while the S&P 500 is up 11.02% over the same window. That leaves the book with +100.81% alpha (only tracking 112 companies rn) But the headline
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