Zortix matched this thesis to Artificial intelligence ETFs as one way for retail investors to get exposure. Not a recommendation.
Oil majors in excellent shape vs AI capex rush
The bull case made for oil majors: they are financially disciplined, generating vast cash flow at $90 oil, and their capex cycle is more rational than the AI infrastructure spending rush.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.