The Rising Influence of Rising Affluence

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PLTR - NVDA magic carpet ride. Seems a little too hot. People should take into consideration that there is little to no moat currently on the ML side of things according to GOOG evaluation of their own position in the space. "AI" stock symbol by itself seems to be worth some units of ether even as the company itself lacks engineering prowess. I started selling ATM cov calls of various durations in anticipation that ~10 if not lower will be tested. ASML and other front end equipment providers will be the tooling suppliers for this hardware phase along with nvda.