Rate Of Return
CommemorativeThe AI narrative played out over the past two days:
AI will first kill the most downstream part of the industry chain (software services)
Then kill the midstream of the industry chain (LLM providers)
Finally kill the upstream of the industry chain (storage, data centers)
In the end, kill the shovel sellers (chips)
Final outcome: AI rises and digs its own grave
If you think the above logic doesn't make sense, then at least one part of it is misjudged. Find the misjudgment point, and you can ambush in advance for a big opportunity
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