Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
参加 April 2009
1.3K フォロー中 26K ファン
AMD is my pick for the most overhyped chip stock.
The AI trade needs receipts: shipped racks, competitive token costs and real power.
I made the case with @JackFarley96 on Monetary Matters.
$AMD $NVDA
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