I just can't see any company prioritising Australia for AI rollout, especially with rationed hardware, capital, expertise, etc. I think AI investment will go through many waves also.
it's easy to invest heavily when there is buoyant optimism and share prices are at record highs, but there will be continuous inflexion points where investors question the returns.
NXT Price at posting:
$16.81 Sentiment: Hold Disclosure: Not Held
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