tech
Where the voices land
All voices 1 voice1 bearish
Strongly bearish
- DNDan NathanStrongly bearish Expects the stock market to eventually discount the ROIC on the AI data center buildout, hitting the big tech names funding it. ▶ 29:49 Deirdre Bosa: The AI Model Race Is Over. It’s a … · 14 Oct
1 bearish
Mentions
22 this weekWed 7Mon 12 · 7Thu 15
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 3 mentions
- Josh Linville 3 mentions
- Walter Bloomberg 2 mentions
- Peter Berezin 2 mentions
- Dan Nathan 2 mentions
- The Kobeissi Letter 2 mentions
- David Lin 2 mentions
- James Stanley 2 mentions
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