"Pace the frontier"? Investor says panic selling of AI chip stocks precedes biggest ramp ever
firstadopter · x · 2026-09-15
Investor firstadopter pushes back on AI chip stock panic selling: it's ironic to sell right before the biggest chip spending ramp ever, as AI model makers are forced to invest exponentially in RL-driven training and the resulting inference infrastructure needs. The quote-tweet rhetorically asks whether this looks like an impending "pace the frontier" moment.
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