GPUs Could Be the Next Big Winners
firstadopter · x · 2026-07-13
The author remains bullish on the AI hardware chain, suggesting that following HBM and CPUs, GPUs could be the next asset class to continue outperforming, specifically naming $NVDA.
They also complained that for TPU and Trainium, the public knows almost nothing about their real-world performance on MoE inference models, calling the lack of public data "absurd".
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