가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Serenity
@aleabitoreddit
Only on X, don’t trust fake accs AI/Semi Supply Chains Research Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
가입 July 2025
220 팔로잉 중    1.1M 팬
Can someone explain how media headlines about OpenAI’s ~$50B ARR… (vs. ~$70B from incorrect accounting comparisons with Anthropic) Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t.
더 보기