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Crossroads
@Dr_Crossroads
Investment enthusiast. Driven by faith, family, and the conviction that the best is yet to come. YouTube
参加 May 2017
420 フォロー中    35.7K ファン
Between demand, expanding use cases, tight supply, tokenomics improving fueling Jevons paradox and stock valuations, this appears to be the opposite of a bubble. I know it has been incredibly rough to be positioned anywhere near AI or the second half of this year, but this appears durable.
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BofA: AI may be structurally opposite [to the 90s dot-com bust]: abundant demand chasing scarce compute🔥🔥 $MU $ARM $SNDK