Words to Remember
Price And Value Are Not The Same 🧠
“Price is what you pay. Value is what you get.”
Why we ran it
The AI trade had moved from GPUs to memory to networking, and each wave rewarded whoever owned the choke point. The issue looked at a group of lesser-known companies suddenly at the center of the data bottleneck. Buffett's line is the check before paying up for the next one.
From the March 27, 2026 issue: First The Brains, Now The Nervous System →