$ACN

OpenAI acquired a consulting company. OpenAI also announced a partnership with Accenture. It's going to take a lot of manpower - not tokens - to transform workflows and make AI come to life. These consulting companies will also be amongst the first to incorporate AI to reduce their opex and roll-out a menu of 'go to' type projects. We saw this with CCAR, the Dot Com era, and we'll see it again here. I think the valuations on names like $ACN are bonkers cheap (free cashflow yield of 11%) and have a position there. Hard for this and other names not to be up double digits in one year is my view.