Avocado Toast(@avotoast):what you need to know basically the analog from trad equity markets is that value should flow down the ai stack the valuation expansion went from foundational models like chatgpt/claude/gemini (ie vvv in this example) to infra supporting inference like data centers like coreweave/lambda (ie opg in this example) kicker is that opg has much better tokenomics (fixed supply/no emissions, lower % float, and much lower circ mkt cap)

Avocado Toast

@avotoast

markets, coins, stocks, and occasional derivatives

参加 November 2017

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Avocado Toast@avotoast

2026.05.11 02:51

what you need to know basically the analog from trad equity markets is that value should flow down the ai stack the valuation expansion went from foundational models like chatgpt/claude/gemini (ie vvv in this example) to infra supporting inference like data centers like coreweave/lambda (ie opg in this example) kicker is that opg has much better tokenomics (fixed supply/no emissions, lower % float, and much lower circ mkt cap)