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Arcesati notes, “The US has historically excelled at attracting top STEM [science, technology, engineering and math] talent from abroad, while China has struggled to do so. AI’s positive impact will be concentrated, initially, “in a limited number of sectors.”
And I was a math nerd as a kid. Low price stock has historically had some very large concentrated positions. And those concentrated positions happen because they have high conviction that they’re in that group where it’s not stupid to think about where earnings will be 10 years out. But it’s always a compare.
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