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Fair.
during Altman’s visit to Taiwan, he told TSMC execs that he envisioned a $7 trillion investment over several years.
If someone shows up and says, “Hey, I need you guys to invest almost 10 times your current, entire market capitalization on this thing” and doesn’t have a very solid, very detailed plan on how that investment is going to pay off, I wouldn’t be surprised that they get called all kinds of names.
Fair.