Dave.๐๐ฑU
@bc1qDave
3rd President @0xUClub/ @Hkustcryptoclub @galaxyhq @HKUST /็็ๅนธๅญ่
, ไธไบ็บงไบคๆๅ, Macro, Quant, AI
โโ Have your own book ๐
๊ฐ์
October 2023
2K ํ๋ก์ ์ค 8.9K ํฌ
ๅฅณ่ก็ฅไธไธชๆๅๆค30%
Iโd like to give a special thank you to Bloombergโs piece on $META compute.
As well as the 2 back to back bear posts on CPO delays.
But I believe thematically photonics, memory, energy, and physical AI will outperform in the long run.
๋ ๋ณด๊ธฐ
