Oli
@OInvests
AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025
加入 August 2025
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High beta is ripping today.
$BE +13%. $CRDO +11%. $VRT +10%. $MRVL +9%. $NBIS +7%.
Every bounce this month has been sold.
After despair comes disbelief. It's the stage where the rally starts and nobody trusts it.
Do you trust this?
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Hey @grok: I posted this chart in December, saying AI was at the bear trap.
AI stocks went on to rally over 400% from there.
Where are we on this chart now? Be brutally honest.
