Bill Tai(@KiteVC):Makes total sense @BitfuryGeorge ; saw the article as well: https://t.co/S0DGr5CSdT It's pretty clear that a major contributor to USA GDP growth is catalyzed / driven by the AI buildout and the margin accrual has concentrated into the silicon and hardware infra layer - that's obvious of course, and the wave is still young. The ramifications on the supply chain for power, buildouts, more silicon and reinvestment in end nodes to run it are as large or larger than the uplift to the chip sector over time..

2026.05.16 14:36

Makes total sense @BitfuryGeorge ; saw the article as well: It's pretty clear that a major contributor to USA GDP growth is catalyzed / driven by the AI buildout and the margin accrual has concentrated into the silicon and hardware infra layer - that's obvious of course, and the wave is still young. The ramifications on the supply chain for power, buildouts, more silicon and reinvestment in end nodes to run it are as large or larger than the uplift to the chip sector over time..

George Kikvadze@BitfuryGeorge

2026.05.16 13:25

@MollySOShea @coatuemgmt Wow. Almost perfect symmetry with my thesis from a few weeks back. Ironically, almost all of these exact structural stock picks are already sitting in the portfolio. "Follow the gigawatts" is the only trade that matters right now. @KiteVC 😉

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