11 Comments
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SHP's avatar

Was this written by AI or do you really believe SMCI is a valid peer 😆?

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Conor Mac's avatar

Typo, meant to write ‘SPGI’ for Standard and Poor’s.

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Maverick Equity Research's avatar

Typos used to be a baddie, now they are a virtue: proof of no AI 'writer', but a human doing his best to put pen to paper ... well keyboard into digits :). Kudos!

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SHP's avatar

But you didnt note it by showing the drawdown that it cannot be SPGI

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Conor Mac's avatar

Yea when writing i had in my head that the ticker was SMCI so naturally wrote that down and used the ticker in the chart. Both have been fixed.

Can do 100 spell checks, there will always be one mistake.

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SHP's avatar

It was actually just meant to be funny.. many thanks for your work

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Conor Mac's avatar

Sorry if it went over my head, thank you for reading.

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Wolf of Harcourt Street's avatar

Great read as always. Appreciate you sharing your insights from the inside, especially the comparison to Fiscal.ai and its evolution.

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Conor Mac's avatar

Glad you got some use from it, thanks!

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Maverick Equity Research's avatar

Super solid take, thank you, kudos! 'LLMs are Eating the World', good one :). Cheers man!

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Conor Mac's avatar

Appreciate it!

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