Ross Hendricks
@Ross__Hendricks
Actionable investment ideas at the
加入 June 2018
1.3K 正在关注 35.2K 粉丝
I would follow that question up with: what happens to the buyers of these chips when investors realize they’ve sunk billions into depreciating assets that they can’t even use
RIP hyperscaler free cash flows: 2010 - 2025
We had a good run
显示更多
