Michael Sikand
@michaelsikand
Investor & Entrepreneur || $50M+ AUM @joinautopilot || Forbes 30u30
My Picks. Your Portfolio👇
가입 February 2015
758 팔로잉 중 131.6K 팬
Stop pretending the AI infra trade is priced in. Today the market was forced to reprice an entirely new consumer demand vector that makes previous compute and hardware forecasts obsolete. Like I said, this buildout was previously predicated on just enterpise adoption.
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