Tony Ifrit
liked
While the S&P 500 rides a wave of record highs, a profound shift is rewriting the market's playbook. The narrative has graduated from speculative hype to a tangible economic reality: "Compute Inflation."
This isn't monetary inflation; it is a structural repricing of the scarce assets fueling the AI arms race. We are witnessing a synchronized price surge cascading across the supply chain—from Samsung and SK Hynix hiking memory pr...
This isn't monetary inflation; it is a structural repricing of the scarce assets fueling the AI arms race. We are witnessing a synchronized price surge cascading across the supply chain—from Samsung and SK Hynix hiking memory pr...
+1
81
11
196
Tony Ifrit
liked
Tony Ifrit
commented on
$Applied Digital (APLD.US)$ how high can this go?
1
5
$Applied Digital (APLD.US)$ This week $45
Translated
Tony Ifrit
liked
🚨 The US government wallet is down 11.8B dollars since #Bitcoin’s ATH, but it still holds 29.5B dollars in crypto.
4
Tony Ifrit
commented on
$Applied Digital (APLD.US)$ It feels like it's not going to hold up; it’s also going to drop
Translated
1
1
Tony Ifrit
liked
$Applied Digital (APLD.US)$ I just sold half of my position to hedge the risk, and now it seems I've incurred significant losses. But, well, I don't have the ability to predict the market. Wishing everyone financial freedom soon.
Translated
3
4
Tony Ifrit
commented on
$Applied Digital (APLD.US)$ Rise slower, I'm getting worried
Translated
2
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)