Heh. I would not discount narrative so fast. You may not believe it, but it does not mean others don't.
My theory is hedgies and investment banks using semi and ai hype as a liquidity bridge to drop into SpaceX which happens next week.
Arm and AMD pumped to insane levels on basically nothing.
What proof is there for your narrative versus mine?
alt Hacker News
My theory is hedgies and investment banks using semi and ai hype as a liquidity bridge to drop into SpaceX which happens next week.
Arm and AMD pumped to insane levels on basically nothing.
What proof is there for your narrative versus mine?