Jason Kam(@MapleLeafCap):Those of you in the old school who believe this is a bubble simply have not understood the new mathematics of semiconductor w/ advancement of AI demand, or you did not cared enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else

Jason Kam

@MapleLeafCap

@FoliusVentures @bidclubai @CarnegieMellon

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Jason Kam@MapleLeafCap

2026.05.06 03:16

Those of you in the old school who believe this is a bubble simply have not understood the new mathematics of semiconductor w/ advancement of AI demand, or you did not cared enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else