⚡ POWER: $BE$WULF$TE ☁️ CLOUD: $NBIS$IREN$CRWV 💾 MEMORY: $MU$SNDK$SKHY 💡 PHOTONICS: $AAOI$LITE$CRDO$SIVEF 🤖 ROBOTICS: $CCXI$VPG$OUST$AMBA 🚁 DRONES: $ONDS$UMAC$LPTH POWER feeds CLOUD. CLOUD runs on MEMORY. MEMORY moves on LIGHT. The robots and drones at the end are where the spend finally earns its keep. Scarcity migrates up this stack. GPUs in 23. Memory in 25. Photonics now. The question that pays: which layer runs short next? 👀
32 views
0 Comments
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
