Some GA as usual AJ.
I think that AI really is bigger than cannabis and biotech, Probably lithium as well. But the story certainly hasn't changed massively over the last few months.... its just on everyone's radar with an investment pulse now. Company's are definitely doing the Dot com thing and just mentioning AI and getting a lift from it.... pretty amazing to see.
Personally I haven't changed into anything specific AI but I'm already long Nvidia and Semiconductors as a whole. I can't see why most people wouldn't be.... What doesn't have a semiconductor in it these days. That is where I will leave it though for the moment until wheat is separated from the chaff.
Looking forward to seeing some more drill results from DEG, apart from the Novo business it feels like its been a while since we have had any..... Im probably just being impatient though.
Chart - TA, page-3655
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