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Are we ignoring everything that isn't AI?
Maybe AI is the right place to be. But it has become so easy to explain: AI demand goes up, buy the bottleneck, repeat. Meanwhile there are a bunch of boring consumer businesses where actual people are still changing what they buy. $VSCO, restaurants, gyms, beauty, discount retail, etc. Those stories are messier, so they get less attention. The problem is it's much harder to do the work. You have to figure out the customer, brand, competition, margins, and whether one good quarter is just noise.
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