Forward Guidance
@ForwardGuidance
Macro Investing Podcast
Hosted by @fejau_inc
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가입 June 2022
105 팔로잉 중 28K 팬
Michael Burry was wrong about chip depreciation.
@stevehou says growing inference workloads are turning older chips into durable workhorses.
Inference demand is so robust, even the A100 chip rental rate is going up.
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