🤫 Goldman Sachs (Jim Covello) advises buying stocks of AI giants (Microsoft, Amazon, Alphabet, etc.) rather than chip manufacturers

The market has already priced in skepticism into their valuations, so they are less risky than chip manufacturers.

Previously, Goldman warned that $600 billion might not pay off. But now - betting on hyperscalers*.

🔥 SemiAnalysis disputes GS's methodology, calling tokens a factor of production.

Goldman Sachs urges caution, while SemiAnalysis sees a tectonic shift in how AI creates value.

All-in or calculated risk - that is the question) ⁉️

⚡️ Hot discussion here

* Hyperscalers are companies (Microsoft, Amazon, Google, etc.) that operate massive data centers (thousands or even millions of servers). Simply put: they are "giant cloud providers."

🫥 UNSERO: Digital Horizon