Markets have decided that "bits" are everything and "atoms" are nothing. Bits are resilient and atoms are not. As a result, tech companies have separated themselves from every other company, especially those that make physical things or operate physical things.
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All of this said, it creates many opportunities because this simplification by markets is neither rational nor good risk. The incremental upside in a recovery is now with the physical world as it gets turned back on.
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long space airlines and poker
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