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If you don't understand that the AI driven memory boom has totally broken the cycle you are going to lose a lot of money. There is infinite demand for Intellige
by vonneumannstan 1mo ago
If you don't understand that the AI driven memory boom has totally broken the cycle you are going to lose a lot of money. There is infinite demand for Intelligence and that translates directly to chips.
- Mistletoe 1mo agoSounds like you are telling us it’s a new paradigm? https://transportgeography.org/contents/chapter3/transportation-and-economic-development/bubble-stages/ https://transportgeography.org/contents/chapter3/transportat...
- vonneumannstan 1mo ago"If you don't understand that the AI driven memory boom has totally broken the cycle you are going to lose a lot of money."
- dbspin 1mo agoFortunately there's a near infinite demand for boosterism too.