Goodman Group
GMG: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| #z | LOCK|$RjH^ | LOCK|$&G^Dmg< |
Goodman Group: Sanity Check on Data Center Hype
The data center frenzy has just received a reality check from DeepSeek, an artificial intelligence chatbot. It is not just another competing product to ChatGPT. The new product cost only a fraction of what was spent on ChatGPT and took far less time to develop. Oh, and it is completely free to use.
