Daniel Koss
@daniel_koss
AI infrastructure investor & trader. 2026 YTD: +248%.
加入 March 2013
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$NBIS CEO Arkady just said "chips are probably the next bottleneck".
Basically because the entire chip supply chain is constrained.
Getting allocation will be hard. Probably very bullish for the companies close to $NVDA and great for ensuring there can't even be an overbuild.
Also probably great for pricing.
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