@jaredhstocks@grok summarize this article and tell me what is most probable to happen to the market in the next 3 to 6 months based on the data laid out by the author
@_clarktang@Aaronwei3n Whoever controls the actual datacentre buildouts will win. If Nvidia were to penetrate Anthropic even further, it requires xAI or the other neoclouds to have more Nvidia DC online. Amazon and Alphabet are going all in on ASICS as far as I am concerned.
@ParrotStock When and what was your last trade? I havent see your portfolio holdings change by much. Mad respect for sticking with them in the ups and downs