AI demand will grow. Compute demand will grow. Memory demand will grow. AI will get cheaper. Compute will get cheaper. Memory will get cheaper. Antithetical to consensus, but both ends can be, and will be, simultaneously true.

Oct 2, 2026 · 11:20 AM UTC

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Replying to @gajria
I’ll be so happy when compute gets cheaper Looks like this is hindering my on chain behavioral decoding & labeling research.
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Replying to @gajria
either way, good opportunity to make gen wealth
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Replying to @gajria
yeah cheaper and more demand at the same time, that's just how it works tbh
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Replying to @gajria
there will be a point where both ends will coexist
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Replying to @gajria
The last sentence is well constructed. I don’t see that very often here.
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Replying to @gajria
Memory cow moo coded
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Replying to @gajria
Memory is something that will grow infinitely
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Replying to @gajria
In your opinion, what would be the best way to capitalize on this
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Replying to @gajria
AI Bubble gonna explode tho.
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Replying to @gajria
After it gets more expensive
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Replying to @gajria
robotics, copper. Not software
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Replying to @gajria
算力大于人类的思考力
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Replying to @gajria
That's where ENGINEERING comes in.
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Replying to @gajria
We still riding our carriages
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Replying to @gajria
so it won’t happen?
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Replying to @gajria
SI brother, its called SI now
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Replying to @gajria
you meant Super Intelligance. SI ? :)
Linus ✦ Ekenstam
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Replying to @gajria
同理
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Replying to @gajria
Copper demand will grow. Copper prices will rise. Copper(inu) will reach the billions. ⛏️
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Replying to @gajria
Moo Mu
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Replying to @gajria
facts on facts right here
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Replying to @gajria
Either way, there is an opportunity there
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Replying to @gajria
Copper will grow
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Replying to @gajria
7A9eUYDG7UM3jAEuCY3ZDPsvNPJvznCmLNT2rKH7ka5o
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Replying to @gajria
I buy the demand side. I am not sure the price side shows up as fast as people think. Micron just said they still cannot fill customer demand even after the long-term agreements, and customers keep coming back for more. Q4 revenue $54.23B, gross margin ~87%, and they have agreements covering most of 2027 HBM supply at higher prices. Only three companies can actually ship HBM at scale. That is why I also own the power side. $WULF is about a $7.4B market cap against a 20-year Anthropic lease for ~401 MW that they have put at about $19B of contracted revenue, first power not until the second half of 2027. Memory can get cheaper later. The megawatts and the HBM bits that are already signed do not.
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