The Death Rattle Phase of AI

This 2023 is going to be the first year, at least if I'm looking at facts and consensus that on a gap basis, this company will be profitable. It's like 13 years. So the first time in 13 years, it trades about nine and a half times sales. That's expensive. They're only growing in the teens. There's a lot of that business has the potential to be cyclical. And I'll just say this here, people, we are kind of getting to the death rattle phase of this AI thing. We might have seen a mad rush for these advanced chips for basically companies partnering with other companies so they can at least have the functionality and their license

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