Wave 3 of AI momentum is building up ... The dip in memory chip stocks is a Godsend ...
1) Why Michael Burry is entirely wrong this time regarding AI versus he was right about the real estate bust in 2008-2012. 2) Why the newly released Kimi K3 near-frontier AI model, although aiming to be more efficient, yet actually entices more users for AI models, hence more generated tokens, hence more AI compute power is needed, hence more advanced memory chips will be badly needed going forward. -------------------- Not Financial Advice Thanks for watching Ni-Ou
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