我以前擔心的是它的capex intensity @ crypto price falling time and

來源: 於 2025-11-03 05:27:02 [博客] [舊帖] [給我悄悄話] 本文已被閱讀：次

the possible less demand on AI GPU, 但有了這個Microsoft 的10B, its investment rationale is drastically changed! I'm not making any recommendations, but I will start getting in.....at certain price point, for long-term holding;)