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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I’d like to give a special thank you to Bloomberg’s piece on $META compute.
As well as the 2 back to back bear posts on CPO delays.
But I believe thematically photonics, memory, energy, and physical AI will outperform in the long run.
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