Jul. 24 at 8:39 PM
I just came upon an analyst out there who surprisingly, actually does understand how AI works, and and why demand for
$MU $SNDK $STX $TSM $SOXX stocks et all, will only continue to grow exponentially forever until we pull the plug. (Which we won’t.)
If you haven’t read this yet, I highly recommend it. It does an excellent job of explaining the context window, and use of the billions of parameters, leads AI actually requiring more hardware to be more efficient when using less, and adding more functionality.
https://seekingalpha.com/article/4925364-micron-stock-ai-scare-misses-the-bigger-story?utm_source=webull.com&utm_medium=referral&feed_item_type=article
