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

The Compound and Friends

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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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