“The richest government-tied AI software name gives back its premium as state-control and equity-stake risk gets priced into a stock built for perfection.”
“there is a negative argument with the government being so attached to the private sector when eventually this gets to the point where they want to make sure they have control of it. And everyone should hear this because it's starting to happen, and this leads to another line of multiple compression.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.