Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
NFA DYOR, no paid promos; may trade/hold names disc, views my own.
Joined July 2025
200 Following 1M Followers
There’s nothing quite like the scent of more AI capex on a Sunday.
Probably some ways to go if leading frontier models are out of capacity from too much demand.
