IF International
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- If history tells us anything, it is that the coming bottom is just the next (delayed) launch into new highs. Love it or hate it, this cycle has played out on a number of occasions since 2012, when factored in with a true growing scarcity, it's just a matter of time. The volatility of bitcoin reflects investors lack of nerve. Those who haveheld long term view these pull-backs as a blip at worst, an opportunity to exploit the price in best case scenario.
- At this point, the true implications (and possible consequences) of AI cap-ex is, at best, unknown. Any knee-jerk reactions at this time are speculative and nothing more. Amazon's bet is on AI gives insight into where senior management see the company's future growth potential. In the near term, solid fundamentals still reflect a good company (and a good buy-in at current levels). In the long-term only time will tell.
