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u/Both-Extension-2404
Reddit r/wallstreetbets
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P&L
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Лонг
27 авг
$555.77
-1.9%
Author claims government agencies can step in to buy spare AI compute if commercial AI demand slows, driven by surveillance and crime-detection needs. Sustained government spending on AI inference/data centers would support semiconductor demand and AI infrastructure buildout. Long SMH as a broad bet on AI compute demand being supported by government backstop. No actual procurement plans cited; government contract cycles are slow; surveillance spending could face political/legal resistance.
Author claims government agencies can step in to buy spare AI compute if commercial AI demand slows, driven by surveillance and crime-detection needs. Sustained government spending on AI inference/data centers would support semiconductor demand and AI infrastructure buildout. Long SMH as a broad bet on AI compute demand being supported by government backstop. No actual procurement plans cited; government contract cycles are slow; surveillance spending could face political/legal resistance.
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У u/Both-Extension-2404 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: SMH.
