Michael Sikand(@michaelsikand):Stop pretending the AI infra trade is priced in. Today the market was forced to reprice an entirely new consumer demand vector that makes previous compute and hardware forecasts obsolete. Like I said, this buildout was previously predicated on just enterpise adoption.

Michael Sikand

@michaelsikand

Investor & Entrepreneur || $50M+ AUM @joinautopilot || Forbes 30u30 My Picks. Your Portfolio👇

加入 February 2015

758 正在關注 131.6K 粉絲

Michael Sikand@michaelsikand

2026.09.22 02:03

Stop pretending the AI infra trade is priced in. Today the market was forced to reprice an entirely new consumer demand vector that makes previous compute and hardware forecasts obsolete. Like I said, this buildout was previously predicated on just enterpise adoption.

466

轉發到社區

熱門用戶