I’ve shared my bull thesis a ton the last few weeks but let’s talk about A few boogeymen in the market right now: - $AAPL pushing for cheap china memory - market worried about Company switching to open source/ maximizing token efficiency - mag seven going up the last couple weeks automatically pushing everyone to think Capex is over - democrats pushing for AI data center memorandum We just saw New York, will we see other states soon? - South Korea leverage fears Obviously, I’ve been buying the dip way too early. Next week is going to be huge when we finally hear from some hyper scales on their earrings and capex guides
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