Dan Rasmussen, Partner at Verdad Advisers, delivers a sharp take on AI’s real cost to Big Tech in this eye-opening clip from WealthWise with Jeffrey Hirsch.
While AI promises to revolutionize the economy, Dan warns that companies like Google face skyrocketing capital expenditures, costly searches via Gemini AI, and rapidly depreciating NVIDIA chip investments—with no clear monetization model in place.
💡 Curious about what this means for your portfolio?
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Dan Rasmussen on Market Outlook, International Value & "Fool’s Yield" Strategy
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