Sean Farrell (@seanmfarrell) 's Twitter Profile
Sean Farrell

@seanmfarrell

digital assets @fundstrat / @fs_insight

ID: 231477808

linkhttps://fsinsight.com/crypto/research/ calendar_today28-12-2010 16:48:40

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Sean Farrell (@seanmfarrell) 's Twitter Profile Photo
Sean Farrell
@seanmfarrell

a month ago

The obvious takeaway from META and MSFT earnings is that the AI capex cycle still has a lot of juice left, and companies w AI infra assets should continue to benefit (looking at you AI/HPC miners + GLXY)