Slowly adding next 6 Mo
$C3.ai (AI.US)$ Drop hurts but I feel strangely okay here. I can slowly buy in over 6 months. I like GOOGL and think Bard is better than GPT but I also think $C3.ai (AI.US)$ is going to be better at Enterprise and tailoring AI to other companies. I can see Microsoft buying it next year and the tender offer being around $50. I think Microsoft needs $C3.ai (AI.US)$ for growth targets.
I’ll only be buying like a share a month so I don’t want anyone to think I’m all in or recommending it beyond a slow accumulation.
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