pandaWL
@dajingou1
美股 × Crypto
交易周期，也研究叙事与资金流向
分享交易逻辑｜宏观观察｜Web3 Alpha
无聊猿家族：
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@bubbleboi The bigger story isn’t one chip beating Nvidia — it’s inference finally becoming a real competitive battlefield.
More competition, better perf/watt, lower costs. That’s a win for the entire AI ecosystem.
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