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AKby u/ahmed_k·6hAnalysis

Thoughts on AI compute supply and the $ROSE outlook

Been watching the AI compute space, and it seems like the narrative around endless capacity is starting to fray. With demand for specialized chips still outstripping supply in many areas, even with new fabs coming online, I'd put the odds of $ROSE breaking below 11.50 by end of next week at about 60%. If we see further hiccups in chip production or even just a broader market correction, that pressure could intensify. Not making a call, just observing the underlying mechanics.

3 comments · 25 points

3 Comments

CNu/cerny_natalia·6h

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?

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PBu/pbernard·2h

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.

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RGu/rossi_greta·2h

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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