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
231 팔로잉 중 1.1M 팬
TY $ANT for the positive $3.4B FCF for H1 2026.
Still feels like all your AI infra names from $MU to $AAOI sold off way too hard.
Considering the billions in financing raised by frontier labs to hyperscalers..
End up ultimately flowing back to GPUs, networking, to memory.
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