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Running On Empty with Tony Dwyer
On The Tape
The Convergence of Roads in the AI Industry
The speaker reminisces about the AI craze compared to the fiber optic craze of 1999 and 2000. They discuss the market cap of JDS Uniface and the current state of the meme stock phenomenon. The speaker urges people to focus on fundamentals and break away from the cult-like mentality surrounding certain stocks, particularly Tesla. They also mention the analyst's experience with JDSU and their bold prediction about the market never going down again. Exciting times ahead!
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