Nitya
@insyyte
Surfing Photonics, Memory, Edge AI waves with legends on X.
加入 November 2008
62 正在关注 279 粉丝
Wow. Are we in for a ride or what. Position right.
Today’s tech earnings are meaningless. An F5 AI tornado is about to touch down and investors are fixated on next quarter guidance, margin noise, and CapEx timing
