Teng Yan
@tengyanAI
Ex-doctor. I publish the AI infrastructure & supply chain intelligence you can't get anywhere else. Building @tessara_ai
加入 August 2020
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the relative strength of crypto (btc eth sol hype) vs equities (eg memory stocks) this month is quite telling.
wonder how high we'll go - probably quite a bit
capital flows are much more connected across sectors than most believe. you can almost see the hot ball of money rolling around
and it will flow back into memory, networking etc later on as the relentless technical developments create new narratives
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