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Investing their drug revenue into AI infrastructure.
Export controls hit Fable 5 and GPT-5.6 while Chinese open-weight models undercut both on cost.
Spicy Take Sunday πΆοΈ
HOOD sold at +55%, HYPE at +135%. Capital rotated into Nebius and CoreWeave.
Letβs flip a coin...
AppLovin trades at 29x earnings below its $660 fair value. E-commerce data decides if that gap closes.
