我以前担心的是它的capex intensity @ crypto price falling time and

来源: 于 2025-11-03 05:27:02 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

the possible less demand on AI GPU, 但有了这个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;)