Saldivva (on Substack)
Region: US
Friday 17 July 2026 03:27:00 GMT
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🍊OC Explorer :
Kimi K3 will need the same amount of compute and data in Nvidia chips… nothing will change there! So the shovels and pics of the AI stocks will still be good!
2026-07-21 07:24:57
1
ferdie bb :
Thoughts on Micron now?
2026-07-17 13:19:45
1
Abdikafi Yasin :
I think the market has already placed in that fear since the distillation news but i still think we will have more to come
2026-07-17 11:28:59
5
Itay :
thanks as always, had no idea of this. it seems like insanely bad news
2026-07-17 08:49:10
1
Cypress :
They have cheaper not necessarily better or faster. China didn’t overtake the US.
2026-07-28 04:23:34
0
NicoVatoo :
This is almost exactly what we were discussing in the Insiders group.
2026-07-17 14:08:12
1
🍊OC Explorer :
This may change the war on price, but it will not change the build behind it. You will still need memory, compute, data centers, etc. More so than ever!!!! it’s just a Price war exactly the way it was way back then between Samsung and iPhone. They may have changed the price that they can charge for their plans, but it never changed the bills. They still needed the cell phone towers, the memory chips, etc. None of this should be affecting the AI picks and shovels companies!
2026-07-21 07:29:34
1
Victor :
Why are so much robots on the comments ..
2026-07-17 05:08:17
0
Linda jeane :
Thank you for being so generous thoughtful and so true. And thank you most of all for just being you @Sophia Ashford
2026-07-17 03:34:16
4
Louis ❤️ :
MY HEART IS FILLED WITH JOY 🤩 @Sophia Ashford
2026-07-17 03:33:10
3
Louis ❤️ :
Thank you for showing up every time 🙌🏾 Mrs Sophia @Sophia Ashford
2026-07-17 03:33:41
3
Paul :
@Sophia Ashford an amazing person
2026-07-17 03:36:08
2
BadabingBadaboom :
American are the sneakiest snake oil salesman.
2026-07-17 10:54:18
1
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