Miner Company
Why I Am Sick Of Rotation Talk: It Misses The Destination
Hyperscalers like Amazon, Microsoft, Google, and Meta are the true long-term winners, acting as 'AI utilities' with expanding moats. The current market rotation from tech to industrials and energy is often misunderstood and risks missing the compounding power of hyperscalers.
Hyperscalers like Amazon, Microsoft, Google, and Meta are the true long-term winners, acting as 'AI utilities' with expanding moats. The current market rotation from tech to industrials and energy is often misunderstood and risks missing the compounding power of hyperscalers.