X @Token Terminal π
Token Terminal πΒ·2025-12-21 15:01
RT qw (@QwQiao)im increasingly convinced that the best way to bet on a particular sector is simply to own the top 1 or 2 dominant players. the laggards may feel cheap and u tell urself they have much more room to grow, but they r often at a massive disadvantage in terms of economy of scale and network effects. good companies stay good and bad companies stay bad. ...