Software engineer & Investor for 10+ years managing generational wealth for my 2 babies. Covering AI infrastructure.
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This is very similar to memory right now because of the supply constraints.
Compute is in extremely high demand, and when customers are willing to pay these prices, it gives me a pretty clear signal that the ROI is there.
That's exactly why I see $NBIS as one of the most lucrative stocks in the market right now.