$MU$SNDK$AMD$NVDA$GOOGL$MSFT Lower token costs lead to lower compute prices, lower datacenter ROIs, less capex spend, and finally lower semiconductor orders. Token costs and being able to produce tokens with compute for a profit has been driving this entire datacenter buildout. What happens when the economics no longer support the buildout. I don’t believe this bear narrative myself but this chart is an important one to watch, and right now it’s one of the datapoints driving the selloff.
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AFAQ AZHAR@afaqazhar · 50m
Mu?Prediction
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