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SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz

The Compound and Friends

NOTE

Quality Over Groupthink

The insight emphasizes the importance of thinking independently and not falling into groupthink when analyzing the AI mass market. The speaker suggests that analysts often follow a group mentality, likening them to individuals not worth befriending in school. However, the insight cautions that despite the positive indicators, ultimately, the AI mass market remains a 'story stock' similar to Tesla, with high value multiples, indicating a noteworthy caveat.

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