Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
NFA DYOR, no paid promos; may trade/hold names disc, views my own.
加入 July 2025
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Global markets in a nutshell:
Japanese Company: Active monopoly over random chokepoints in the hyperscaler AI buildout.
Valuation: $150m-$350M
Silicon Valley: Here's a $200m for a "Seed Round".
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