Ross Hendricks
@Ross__Hendricks
Actionable investment ideas at the
参加 June 2018
1.3K フォロー中 35.2K ファン
I would follow that question up with: what happens to the buyers of these chips when investors realize they’ve sunk billions into depreciating assets that they can’t even use
RIP hyperscaler free cash flows: 2010 - 2025
We had a good run
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