800-millionaire fund managers sold Micron together in the second quarter.
They turned around and added shares in a stock that’s building AI infrastructure.
Institutional investors vote with their feet—they never waste words.
There’s concern that the storage chip cycle may have peaked, but AI compute demand is still expanding, and the direction is obvious.
Honestly, it’s more reliable to follow top capital than to follow your own instincts.
The industry trends they spot are often half a year ahead of retail investors.
The AI arms race burns chips, and it’s really competing for compute power.
Back then, miners抢ed GPUs; now big companies抢 chips. In essence, it’s the same thing.
Compute power is the hard currency of the new era.
When traditional capital starts rushing into compute, should those compute assets on-chain be worth a look too?
Follow me—every day, I’ll use data to help you untangle the market’s underlying logic加入社群领取策略
They turned around and added shares in a stock that’s building AI infrastructure.
Institutional investors vote with their feet—they never waste words.
There’s concern that the storage chip cycle may have peaked, but AI compute demand is still expanding, and the direction is obvious.
Honestly, it’s more reliable to follow top capital than to follow your own instincts.
The industry trends they spot are often half a year ahead of retail investors.
The AI arms race burns chips, and it’s really competing for compute power.
Back then, miners抢ed GPUs; now big companies抢 chips. In essence, it’s the same thing.
Compute power is the hard currency of the new era.
When traditional capital starts rushing into compute, should those compute assets on-chain be worth a look too?
Follow me—every day, I’ll use data to help you untangle the market’s underlying logic加入社群领取策略
