PDD Return Rate
Buffett's senior apprentice๐๐โ๐ค๐๐
AI boom โ only chips The real chain is:
AI computing power โ surge in electricity demand โ grid upgrade โ explosion in copper demand โ stable power relies on nuclear energy
Without electricity, AI is just PPT
Without copper, the grid is the bottleneck
Without nuclear energy, 24-hour computing power is impossible
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