mon
@moninvestor
Independent Analyst. Writing about Finance. Not Financial Advice. DYOR. Subscribe for deeper insights into my portfolio.
参加 April 2022
641 フォロー中 55.6K ファン
$IREN & $NBIS are clearly the top picks in the compute sector, but the opportunity is far too large for one or two companies. I believe there will easily be 10+ winners because the amount of power needed to meet compute demand over the next decade will be astronomical.
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