Jensen told us many years ago that trillions $ of cpus will need to be replaced by GPUs. Third order thinking SNDK, MU trade.
Energy-> Batteries+Solar in Space. @grok which tickers?
I thought Circle could capture the value in the tokenization trade. Turns out normies don't care to own their assets onchain. They prefer convenience over sovereignty. If you want a better return, Coinbase might be the play given institutional adoption. But the TAM is lower now.
@matthew_sigel@grok The social contract between employer and employee is deteriorating. There will be more nearshoring and outsourcing to Mumbai. More American substacks, gig workers, and internet beggers/streamers/podcasters will form. Late stage capitalism.
The next bottleneck trade is 5 years out. Fluenece, Solar panels, batteries. Just difficult to find the 40x bagger like SNDK. SNDK was obvious. Energy, battery, and solar has more competition and less pricing power. But ultimately that is the next market that CNBC will pump.
the problem with Fluence is their relationship with AES. AES largely capital heavy, whereas Fluence is the spin-out light company. How much of their operating profits flows back to AES and Seimens?
@FinanceLancelot This just means you increased capability to use more memory now for image and video context/kvcache. Jevons paradox for memory. Long KIOXIA.