Even Q1 guide was poor, and *shrug*. 🤷‍♂️ It’s a virtual monopoly (75-80% share). It has “AI” in the name. Gaming, crypto, selfdriving, data center, metaverse, now AI, u name it, they’re in there. Narrative trumps the current & nearterm numbers (*for now). I don’t make the rules! pic.twitter.com/d9SHpbvspq

— Wasteland Capital (@ecommerceshares) February 23, 2023