Yep, I'm personally high conviction on the AI trade (especially photonics/memory) despite macro. - $NVDA gave forecasts for $1.3T hyperscaler capex ($...

Twitter @Serenity

Yep, I'm personally high conviction on the AI trade (especially photonics/memory) despite macro. - $NVDA gave forecasts for $1.3T hyperscaler capex ($...

2026-09-11

Nicole Song: @aleabitoreddit 一点都不害怕……

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