Ignore the FUD: AI Compute Fundamentals Are Accelerating, Proven by Earnings
firstadopter · x · 2026-08-12
The author argues that selling off AI chip stocks in late July due to non-fundamental dislocations and media FUD was a mistake. Based on the latest earnings and conference call transcripts from CoreWeave, Nebius, Lumentum, and Super Micro, the fundamentals of the AI compute supply chain are actually accelerating, representing undeniable hard facts.
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