Many people discuss light and copper, but it mostly stays on the surface. Very few truly go deep into the underlying technical logic. The edge investors in AI/tech stocks have in terms of understanding can only come from going deep into the fundamentals: the underlying logic of how the technology evolves. If you’re constantly scrolling for micro-essays and chasing reposted, secondhand information from message-traders, you won’t be able to form your own judgment—you’ll only become more and more anxious amid the noise.

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