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r/wallstreetbets
The AI companies government announces are going to moon.
Investor summaryBullish
Speculates that US gov AI investment will boost undervalued AI firms with proven tech and reasonable market caps.
Bull points
- Potential government capital inflow into the AI sector could provide a valuation floor.
- Strategy focuses on laggards with proven technology rather than overextended momentum stocks.
- Implicit belief that state-backed initiatives reduce downside risk for selected companies.
Bear points
- The premise relies on unverified rumors regarding specific government investment targets.
- No fundamental analysis provided; selection criteria are vague and subjective.
- Government intervention often leads to inefficiency or picks losers rather than market winners.
AI 资本开支
Post body
The US government is investing in AI companies. I’m sure they’re not going to invest in companies which recently just ran. Keep an eye out for companies with sensible market cap with proven tech which haven’t ran yet.
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