Watching the AI supply chain soar to the sky, saying I'm not envious is definitely a lie. I started scaling up my layout in AI applications a year ago, from Tesla, to Jingtai, to RXRX, but the capital market seems to think applications are all unreliable, with cash flow not picking up. However, the massive price increase across the entire industry chain, driven by the supply-demand imbalance due to LLM demand, has sent these stocks soaring. But in reality, the capacity expansion of these supply chain companies hasn't been that significant; more of the gains come from price increases. Similar to a 10% oil shortage possibly causing a 150% price increase, not just 10%.
Bitter, astringent, and now here comes another one........intel $Intel(INTC.US)
But I can only tell myself to keep enduring.
$XTALPI(02228.HK)$Tesla(TSLA.US)$Recursion Pharmaceuticals(RXRX.US)
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