Semi ..thx for your analysis . I've just been trying to understand where all this AI / ChatGPT / advanced analysis etc is going .....because it seems to be growing exponentially . Re PLTR They seemed to be mainly Govt biz orientated but then they launched a product for better predicting ER staffing needs that the Cleveland Clinic is now using ....and now this NHS contract. My largest positions for most of this year have been MSFT, NVDA, PLTR and AMZN . Positions based on a sense that things were changing fast but not fully grasping the advances being made Regarding the whole AI wave . I feel like I'm back in the days of learning how to use email. Realizing it was important innovation but trying to understand how widespread its use might become ...and the winners and loser Kiwi
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