Irrational Analysis(@insane_analyst):I am convinced we in bubble but also 80% confident we about to rip higher. Party dies H2 2027 if power issue not resolved. For now, its only 1am... party goes on. 3-year depreciation might be the way. Rip and replace. Golden Path exists but many will die along the way.

Irrational Analysis

@insane_analyst

Engineering-Driven Investment Analysis

参加 March 2024

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Irrational Analysis@insane_analyst

2026.09.24 02:35

I am convinced we in bubble but also 80% confident we about to rip higher. Party dies H2 2027 if power issue not resolved. For now, its only 1am... party goes on. 3-year depreciation might be the way. Rip and replace. Golden Path exists but many will die along the way.