YWR GP: The Mispriced Moat

Another deep analysis from Pancras. Two things:

• I would extend NVDA/TSMC/ASML call to memory (SK Hynix, Samsung).

• what Pancras Beekenkamp is saying about the internal fabric of how companies manage their AI’s, the prompts ,the tasks, the datasets, the ‘Master Prompt’, is 100% right on the money and firms are only starting to realise this.

Now over to Pancras.