New favorite activity for everyone pushing $NVDA short narrative: look up their tweet history, most have been short since 2023. Stay calm and do your own analysis. OpenAI not intending to spend 100% of the $1.4T. If you’ve paid attention you’d know this (even Huang admitted so)
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51K Followers 7K FollowingTracing where the AI billions actually go. Who gets paid, who takes the risk. Founder @tessara_ai, your AI investment research team.
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55K Followers 1K FollowingFormer journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
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