Understanding….the Oracle ‘Gap’….that AMD deal….and all the other deals….making OAI the centre of ….Everything.

Around The Grounds is unashamedly about turning the detail into an easy to grasp narrative. The story of whats occurring. All any investor wants…all I ever want…is to understand in the simplest terms. That enables the build out of a mental ‘model’ for any situation or set of circumstances….and from that…..choices and decisions can be...

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