AI investments vs. end-user consumer spending

[Kingran]

@JimA759s

I think this is the crux of the disagreements!

What is the disagreements??? Here my post on the very subject… Just don’t say I disagree but provide where and how you disagree.

Henry Blodgett thesis on Amazon - A lesson

There are many “so-called value investors, who prefer long-term buy and hold” are still dissing Henry Blodgett even today. Many in that camp are actually very short-term investors who cannot look beyond few quarters and they view that with the past few quarters GAAP results. In other words lacks complete imagination or original thinking. What looks like short-term overvaluation ends up being long-term under-valuation. Henry Blodget’s thesis on Amazon, particularly during his time as a promi…