Tony Ifrit
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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...
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Tony Ifrit
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Tony Ifrit
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$Applied Digital (APLD.US)$ how high can this go?
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$Applied Digital (APLD.US)$ This week $45
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Tony Ifrit
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🚨 The US government wallet is down 11.8B dollars since #Bitcoin’s ATH, but it still holds 29.5B dollars in crypto.
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Tony Ifrit
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$Applied Digital (APLD.US)$ It feels like it's not going to hold up; it’s also going to drop
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Tony Ifrit
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$Applied Digital (APLD.US)$ 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.
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Tony Ifrit
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$Applied Digital (APLD.US)$ Rise slower, I'm getting worried
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