The author thanks Bloomberg for a piece on META compute and mentions two bearish posts on
The author thanks Bloomberg for a piece on META compute and mentions two bearish posts on CPO delays, then expresses a thematic view that photonics, memory, energy, and physical AI will outperform in the long run.
“I’d like to give a special thank you to Bloomberg’s piece on $META compute. As well as the 2 back to back bear posts on CPO delays. But I believe thematically photonics, memory, energy, and physical AI will outperform in the long run. https://t.co/vghsG5H2w5”Original post：X / @aleabitoreddit ↗