Quick thoughts on @dwarkesh_sp's latest video on the bull case for compute prices
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
The post expresses a strongly bullish outlook on compute prices driven by demand and potential regulatory capture. The author explicitly issues a buy recommendation for $CRWV and $NBIS.
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About Finn Puklowski
Finn Puklowski
By FPuklowski
ceo @ https://t.co/2EB7cIGTCv - the world's fastest ai neocloud - with no GPUs