The growth in the economy is tangible and the earnings/margin expansion is likely to be increasingly obvious in coming quarters as more and more companies slowly but surely implement AI solutions throughout their businesses.
And the entirety of the economic, revenue and earnings/profitability acceleration is all based on Revolutionary Technology. It’s all built upon the technological platforms that enable all this magic to work and feed upon itself in a beautiful flywheel virtuous loop.
Here's the transcript from this week's Live Q&A Chat.
I also know from decades of experience that focusing on finding the biggest winners of Tech Revolutions that are measured in trillions of dollars and whose impact build over decades at a time, while staying disciplined about valuations, is the key to long-term outperformance.
We’re in this to build wealth riding Revolutionary Technology Platforms for the long-term. Or as Spock would say: “Infinite potential in infinite combinations.” Yea, SpaceX is that.
