It's terrible that we have to live in two different realities, the market reality and then the one the rest of us all have to live in.
I once made a CEO a bit unhappy by describing the stock market as socially acceptable gambling, every day I'm proven more and more right.
Damn, the market is an idiot.
What unique thing does a shoe company bring to "AI"?
They are already 2 steps ahead.
They've already got boots on the ground.
Bird-brained investors?
Lack of sole?
That's a hard pivot. And building more AI infrastructure is a bad idea. But they might make some short term money given the AI hype.
Thats all they care about
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