“How many years do I have left in the memory bubble?”
“Should I shift my exposure more to inference?”
“Am I underestimating the demand for Neoclouds?”
“Is it too late to buy optical connectors?”
And on and on….
AI, AI, AI. It’s all anyone talks about.
It’s fine. It’s warranted. AI is a massive trillion $ trend.
But it might be time to consider some other tre…
