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Citrini
@citrini
Thematic, Cross-Asset Investment Research
参加 February 2021
2.4K フォロー中    303.8K ファン
we bought the dram and the interconnects and the CPUs and the inference players and the agentic winners. and now? well, imagine a world where simply being a part of the AI supply chain isn’t enough to make a stock go up 100% a year.
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we bought the GPUs, the HBM, servers, datacenter stuff. we bid the model trainers. now we will buy the CPUs and the dram and the interconnects. the inferrers and the inferred. return to basics & remember we’re all kinda slow and stupid I guess.
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