@FirstSquawk HBM4 as the main product and a shortage thesis through 2030. The AI boom isnβt a GPU story anymore, itβs a memory supply story with a decade-long fuse.
RIP computing as we knew it.
Jumped into @LastCaretaker last night and wow, the beauty and atmosphere is amazing so far.
I did die on the boat the first night. Eels from the platform bumrushed my boat