Andreas Steno Larsen
@AndreasSteno
If you cannot show it in a meme, then it is not true.. Macro and hunting 5-10x equity cases @RealVision 🍾 Also founder of
1.8K Following 293.1K Followers
While everyone panics, DRAM prices quietly reprice 10% higher every month (also this)
Nothing points to a peak yet
This is the chart that everyone should be watching.
If the Token Pricing rolls over, everything from the memory trade to the broader hard-ware and data-centre trade is over for this cycle imho.
The whole setup depends on this..
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The AI trade will likely die fast if the Dems get back in power
