René Sellmann (@renesellmann): "The Top 5 AI hyperscalers now carry an $11.2 trillion market cap. Adjusted for inflation, this dwarfs the South Sea Bubble. I’ve broken down the full Fundsmith 2026 AGM and why Terry Smith is staying the course. Read the full FREE deep dive here ⬇️"

The Top 5 AI hyperscalers now carry an $11.2 trillion market cap. Adjusted for inflation, this dwarfs the South Sea Bubble.

I’ve broken down the full Fundsmith 2026 AGM and why Terry Smith is staying the course.

Read the full FREE deep dive here ⬇️

South Sea Bubble 2.0? Notes from the 2026 Fundsmith AGM

Mar 29

10:17 AM