The biggest business transition happening inside some of my favorite stocks: $AMD Becoming a full AI infrastructure company, not just a chip company. $SOFI Becoming a broader financial platform, not just a lender. $UBER Becoming a cash-generating platform with multiple revenue streams, not just a rides business. $SNAP Becoming less dependent on advertising as subscriptions and direct revenue grow. $NOW Becoming a much broader enterprise platform as AI gets embedded across workflows. $ZETA Becoming a larger AI-driven marketing platform as enterprise relationships deepen. $OSCR Becoming a more efficient and profitable insurer as the underlying economics improve. $APP Becoming a broader advertising platform beyond its original mobile gaming roots. $NFLX Becoming a wider entertainment platform with advertising, live content, and new formats. $CRWV Becoming a much larger AI infrastructure provider as demand for compute continues to scale.
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1 Comments
Y Jonhy@yjonhy Ā· 5d
Itās so stupid I block this shit and your junky post still pop up every day
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