5 Comments

Oh also don't forget about INDA because big tech sends them a lot of work

Expand full comment
author

India is a long now.

Expand full comment

Some nice US software is much better I agree. 🙂 They are all very busy currently finding some ways to build AI into existing apps and that is going to drive subs.

Expand full comment

Stay away from China, for sure! Reminds me of Russia related stuff before it got zeroed. Kinda corrupt govt connected big money knew something and pulled out of SBER etc months before and denied it after. 😬

Expand full comment
author

Yeah I agree. Lots of speculation on my part but if it walks and talks like a duck.

Expand full comment