Dragon Field (@dragonfieldinvesting): "Good news: Toto is now a “undervalued AI play” as a toilet maker. I will probably enjoy its AI toilet more than the AI-slopped freight software from a Florida karaoke machine dealer."

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Good news: Toto is now a “undervalued AI play” as a toilet maker. I will probably enjoy its AI toilet more than the AI-slopped freight software from a Florida karaoke machine dealer.

Dragon Field

Feb 15

Personally I think the AI fear trades might have reached the final stage. Some of the latest narrative is not just illogical but board line insanity, stupidity, or plainly fraudulent. I can’t wait when it is over.

dragonfieldinvesting.substack.com/p/are-we-ther…

Feb 17

2:05 PM

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