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𝗖𝗶𝘁𝗿𝗶𝗻𝗶𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵’𝘀 𝗤𝟯 𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗧𝗵𝗲𝗺𝗲𝘀
This quarter’s SOTT goes over our views on GPT-5 and the AI trade (infrastructure and implementers), the Korea discount, the “Age of Virality” - highlighting a dozen single stocks across our thematics.
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