RE: Expecting turn around in SP here…20 Aug 2025 13:45
I admire your enthusiasm Tom.
Sundae Bar is more valuable because it is a selling agent for AI agent businesses. No big cap ex on AI development costs and it benefits from the marketing effort and spend of the AI agent developers like CYK. Simples.
And I don't want to p**s on your fireworks, but here is a snippet from IC's newsletter today:
Some doubt about the AI narrative has been creeping in: a report from MIT researchers suggesting few companies are benefitting from AI caused jitters yesterday, as did OpenAI chief Sam Altman’s acknowledgement that a bubble may be forming.
After my own foray with CYK, I will not be investing again in any AI related business until the bubble bursts and there is a big clear out, with only decent companies left standing. For now, investing in companies like CYK is like throwing darts with a blindfold on.
All IMHO, DYOR, ask mummy & daddy and JD Vance (but not oldstiffydog, he is a jarhead)
TWK - Pistols oiled and loaded