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市场具有前瞻性。超大规模资料中心的资本支出成长率将从此放缓。再加上市场极度拥挤，这就是半导体产业未来表现不佳的原因。
Quinn Thompson
@qthomp
02-18
AI Capex Receivers / Hyperscaler Spenders is a vertical line...and people ask where the bubble is? 😅
Hyperscaler Spenders have underperformed the equal weight S&P 500 by -25% since their peak in late October. The @ForwardGuidance crew was early to be discussing this trend in Q4 x.com/qthomp/status/…
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