@KrisPatel99@oguzerkan hyperscalers are building a wide compute moat - those who are in command of compute command (and can tax) all the inference - open source model or not
mom and pop shops are getting into the data center game thats for sure
@Gfilche@stevenmarkryan has he ever once not agreed with elon and why tesla isnt selling 10 million cars a year by now like he said in his insane projections.. oh wait i know he'll blame covid shutdowns ๐
@bradsferguson who has more stable revenue 10,20 years out .. same reason costco and walmart are richly valued
we are in a recent chip boom , booms dont last forever and good luck if you think it will
@stocktalkweekly returns so good that you need to charge hundreds of dollars in monthly membership .. that ainโt transparency
who the hell knows whats behind the massive paywall
@bradsferguson all these micron dudes came outa nowhere at $400 .. where was everyone at $80 a few months ago? Im up 6x and yall are buying at the top .. good luck