Thanks a lot, glad you found it useful. You’re right, when you invest in these companies you have to deal with a whole set of metrics that simply don’t exist in other sectors. They really do have massive monetization potential around energy, but they also need huge capital for CapEx, and on top of that they still have to buy GPUs
Thanks a lot, glad you found it useful. You’re right, when you invest in these companies you have to deal with a whole set of metrics that simply don’t exist in other sectors. They really do have massive monetization potential around energy, but they also need huge capital for CapEx, and on top of that they still have to buy GPUs