No clear trade idea was identified in this comment.
Discussion: The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
Score1
▶ Full Post Text
I had a whole post about Top lane Anivia having a maxed out wall, which was the capacity limit to Google's TPU's program.
But WSB mod regards automodded that away.