Tainex and Kospi open ooof
Fabricated Knowledge
Verified account SemiAnalysis@fabknowledge
Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
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lmao i really think i put everyone on to these railroads lmao
dumb question, what happened after 1873? Personally i think this is more like the earlier 60s blow up but who knows
dumb question, what happened after 1873? Personally i think this is more like the earlier 60s blow up but who knows
Stanley Druckenmiller once again predicted with tremendous foresight that the AI infrastructure buildout was like the railroad buildout and panic of 1873.View quoted post on X
Think this is reasonable tbh. Oversupply is off the table.
Imagine this narrative: Dem sweep is bullish AI because everyone spends less on capex and diffusion has time to catch up to the buildout. Labs can’t miss on revenue bc they are compute constrained. No duration mismatch. No blowups. Everybody back in the poolView quoted post on X
was a good run
This is by far the biggest risk for the ai trade, I thought this would have some vol but like this is crazy tbhView quoted post on X