That should drive more AI usage across $GOOGL, $MSFT, $META and $AMZN. $NVDA, $AMD and $AVGO power the compute stack, while $MU and $SKHY supply memory.
@venture
AI token pricing is collapsing, while usage is exploding as reasoning models and agents consume far more tokens per task.
That should drive more AI usage across $GOOGL, $MSFT, $META and $AMZN. $NVDA, $AMD and $AVGO power the compute stack, while $MU and $SKHY supply memory.
@venture
That should drive more AI usage across $GOOGL, $MSFT, $META and $AMZN. $NVDA, $AMD and $AVGO power the compute stack, while $MU and $SKHY supply memory.
@venture
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