@Ric_RTP It has to happen primarily to set up a more equitable transfers as agentic systems ramp and replace human labor/knowledge systems.
While early days, government needs to be at the table and have an equity stake similar to super voting shares of the last two decades.
*Highly Unusual* $AAOI Option Flow -> BULLISH ๐ข
-> Short PUT ITM $200 June 26 (next Friday) $1.08M Credit
Translation: Someone took $1.08M to be short DEEP ITM put into next Friday. They are willing to BUY $AAOI shares at $200 (cost basis $200-$36=$164.00)
Short-dated and aggressive. Not a hedge โ a position.
@realroseceline Useful life is proving to be much longer than forecast a year ago, based on pricing power in contract renewals.
Scarcity is a major driver for the foreseeable future. Markets still underestimate the value of tier 1 infrastructure.