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Last week I said, Watch Google's earnings before making any calls on the chip sell-off. Google just reported. Here's why I think the market is trading near-term efficiency fears while the actual infrastructure demand data tells a completely different story. The infrastructure build-out thesis is still intact: efficient AI models do not reduce total compute demand, they expand adoption. That is bullish for chips long-term. Not personalized financial advice. Do your own due diligence. DM me the wo
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