Here's How the AI Crash Happens; The Atlantic

[GreatGazoo]

40. Some of the infrastructure entities

just rolled from crypto to AI. There is also cloud computing so that is three different customer bases for the same infrastructure.

MARA has locked in electrical power at $0.04 per kwh -- that guarantees a profit even if they wind up simply reselling the power. WULF is in a similar position and can do AI, cloud or crypto. SMCI likewise is well positioned with or without AI.

Outside of infrastucture, the software plays are looking good -- PLTR will have massive cash flow since it basically a software company. On a slightly smaller but still well into the billions play, Figma (FIG) with a $24-bil valuation is poised to take down Adobe, a $142 bil company.

HOND, UUUU and USAR seem guaranteed to grow even if AI was outlawed. Cheap green power doesn't need AI to be profitable.

Agree that there will be a shake out but AI is here to stay and many of these companies are guaranteed in the ways that Leonard Cohen sang about.

>The AI companies are not making money< Yes they are. PLTR has an 80% profit margin for 2024. APPL GOOGL, MSFT are all AI players that have been in the black for decades. NVDA made $3.54 per share. Trades at 57 P/E but it's growing and, my main point, it has the entire US government behind it.