@kevin__mak@Kalimba567 Now that Usona has submitted their NDA today, do you see any further clarity regarding this? It appears that Usona is procedurally ahead of $CMPS and could potentially be the first therapy approved in this class.
Either $drug or this seems to drag, $cmps down, not sure what?
@kevin__mak Of course, if the demand is exponential, it could potentially lift all n-1 and n-2 hardware along with it.
That is not to say that the power interconnects do not carry risks of their own.
@kevin__mak Doesn't the bottleneck thesis favor power interconnect assets ($WULF,$CORZ) with 20-year lifespans that monetize compute demand without carrying GPU technological obsolescence risk?
@Biohazard3737 The world has evolved to rewarding the perception of value for much longer than we've ever witnessed before, rather than the actual creation of value
@kevin__mak This could also be framed as a lack of sufficient power, a perspective being propagated by Elon Muskβthough he may have other underlying reasons for doing so.
@kevin__mak What is your perspective on the bearish argument that there is insufficient capital available to fund the growth required to justify current market valuations for a lot of companies?
@jawnzilla They have been pretty good with raises; if they do raise at these prices, it will scream of some desperation, tbh. Won't bode well in this tape.