Curious... when you mention speaking directly with the CCO, was this during the public earnings call or a separate conversation? If it's the latter, I'd be cautious about trading and publishing investment theses based on non-public information. Best regards.
You understand that if the insights are deeper than whats publicly available... they aren't public then... This is the SEC that decides this not me btw... Section 10(b) Rule 10b-5.
Curious... when you mention speaking directly with the CCO, was this during the public earnings call or a separate conversation? If it's the latter, I'd be cautious about trading and publishing investment theses based on non-public information. Best regards.
It was a direct call with the CCO and I did not publish any insider information as I got none to start… only some deeper insights
You understand that if the insights are deeper than whats publicly available... they aren't public then... This is the SEC that decides this not me btw... Section 10(b) Rule 10b-5.
It’s not deeper than what’s publicly available
I’ve avoided the AI tech space for two reasons:
1. I don’t understand it.
2. I’m skeptical of the current set of AI frontrunners.
Your article makes a good case, but I have no edge here.