00:00MSFMSFTLONGFIRST CALL

“The abundant inputs keep getting cheaper. … The companies that own the latter and leverage the former will become larger than ever before.”

The giant tech firms already own their industries and get stronger as AI gets cheaper, so they keep eating more value.

MSFMSFTLONG@ $406.20

$471.22+16.01%

since call Feb 18

peak +16.4%

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