@StockSavvyShay My market view ⬇️⬇️ 250kW in orbit changes the compute game—data centers above the clouds, not just on the ground.
https://t.co/tLp5GWhIwr
@StockSavvyShay My market view ⬇️⬇️ This supplier oligopoly means memory pricing power stays with the three majors, not the hyperscalers.
https://t.co/BpETEe1J7G