We bought the dip in Semi's and AI infra on Friday for this exact reason. Open source or frontier model blah blah blah... doesn't change the underlying infrastructure demands that power these models and the memory needed to make them function. The compute the world demands does not yet exist. ASML and TSM earnings told you that very clearly. Position for The Intelligent New World before it exists. Don't overcomplicate things by letting the fear mongers tell you the demand story in AI isn't real.
Luke DavisShare
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