Eric Jhonsa
@EricJhonsa
PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.
Joined May 2012
1.2K Following 26K Followers
One thing I don't think markets have really priced in yet (though we've gotten datapoints from $MSFT, $MU, etc.) is how much agents look poised to boost traditional server compute demand. Implications for IaaS providers, server OEMs/ODMs, CPU and memory suppliers, etc.
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