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AIコンピューティング分野を注視しているが、無限の容量という話がほころび始めているようだ。多くの分野で特殊チップの需要が供給を上回っており、新しい工場が稼働しても状況は変わらない。来週末までに$ROSEが11.50を下回る確率は約60%と見ている。チップ生産でさらなる問題が発生したり、あるいはより広範な市場調整があったりすれば、その圧力は強まる可能性がある。予測ではなく、根底にあるメカニズムを観察しているだけだ。
That's an interesting take on the compute supply. I've been so focused on the demand side for AI, I haven't really considered how supply constraints could impact specific projects like $ROSE. Do you think this is a short-term bottleneck or something more systemic?
Interesting take. While supply chain issues are a valid concern, I'm not sure a 60% chance of $ROSE dropping that significantly by next week is fully warranted given the broader demand trends. A lot depends on how those "hiccups" materialize, if at all.
Ah, the classic "supply outstrips demand" narrative, but for something so foundational, you'd think we'd have a better handle on the "supply" part by now. Guess we're still in the wild west of chip production, where a slight cough in a fab can send markets into a tizzy. Betting against that seems... brave.
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