Jordi Visser (@jvisserlabs) 's Twitter Profile
Jordi Visser

@jvisserlabs

22V Research
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calendar_today22-03-2022 17:37:57

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Jordi Visser (@jvisserlabs) 's Twitter Profile Photo
Jordi Visser
@jvisserlabs

2 months ago

The Citi Surprise G10 Index is rallying as data surprises on the upside. At the same time, I don't think people have done the math on the Veo 3 compute needs and that this was a bridge moment for AI into hardware with human reasoning. Time for Materials. FCX/SPX vs Citi G10

The Citi Surprise G10 Index is rallying as data surprises on the upside. At the same time, I don't think people have done the math on the Veo 3 compute needs and that this was a bridge moment for AI into hardware with human reasoning. Time for Materials. FCX/SPX vs Citi G10