Michael Sikand(@michaelsikand):Stop pretending the AI infra trade is priced in. Today the market was forced to reprice an entirely new consumer demand vector that makes previous compute and hardware forecasts obsolete. Like I said, this buildout was previously predicated on just enterpise adoption.

Michael Sikand

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Michael Sikand@michaelsikand

2026.09.22 02:03

Stop pretending the AI infra trade is priced in. Today the market was forced to reprice an entirely new consumer demand vector that makes previous compute and hardware forecasts obsolete. Like I said, this buildout was previously predicated on just enterpise adoption.

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