Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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The idea that AI capex will eventually peak is so counterintuitive to me
There may be a local top, possibly even a bad year from time to time, but on a structural basis? This industry will do nothing but keep growing
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@mindmoon_108 언젠가는 정점에 도달할거라는 생각이 드네요.
