Subject: Re: More OXY
Better to buy the AI darlings.

It does make you think.

Nvidia is a fine firm.
But if you bought all of it at today's prices, how long till you get your trillion dollars back (in 2023 dollars) as owner earnings?

We can throw in some terminal value, e.g., say 30 years from now in 2053 you sell them at 19 times 2052 cyclically adjusted owner earnings.

Jim