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@LLuciano_BTC x.com/i/grok/share/2…

History doesn’t repeat, but it sure does rhyme. The classic "dip before the rip" is playing out perfectly.

@LLuciano_BTC @bitget x.com/i/grok/share/2…

One thing that's become increasingly clear this year is that AI is no longer just a software story, it's becoming an infrastructure. For a long time, I mainly focused on crypto, but now that stocks are available on @bitget via rTokens, I've been spending more time researching traditional equity markets as well. What surprised me most is how interconnected the AI supply chain really is. Most people immediately think of NVIDIA when AI comes up and for good reason. Demand for AI compute continues to outpace expectations as hyperscalers and enterprises keep investing in new infrastructure. But I think the more interesting question is: Where does that demand flow next? The way I see it, the AI industry is moving through three layers. 1. Compute Companies designing AI chips continue to benefit from massive infrastructure spending. NVIDIA and Broadcom remain at the center of that trend, although a lot of optimism is already reflected in valuations. 2. Memory Every new generation of AI accelerators requires significantly more high-bandwidth memory (HBM). Recent commentary from SK hynix about potential memory shortages over the coming years highlights that memory could become one of the biggest bottlenecks as AI adoption scales. If compute demand keeps growing, memory suppliers may become just as important as chip designers. 3. Manufacturing and Equipment The third layer is where things get really interesting. Samsung accelerating its Yongin fab timeline suggests manufacturers are already preparing for much higher long-term AI demand. When foundries expand capacity, companies involved in semiconductor manufacturing and equipment often benefit alongside them. Rather than viewing AI as a single-company trade, I'm starting to see it as an entire ecosystem. Compute drives memory demand. Memory shortages encourage new manufacturing capacity. New fabs create another investment cycle across the semiconductor industry. Being able to access stocks through Bitget's rTokens has definitely made me spend more time researching these broader themes instead of only watching crypto markets. The biggest opportunities aren't always where everyone is already looking, they can appear further down the supply chain as the next stage of the AI buildout unfolds.

Powerful team work makes dreams work! Today’s workshop just proved how brilliant things get when we share ideas, lift each other up u0026 solve problems together. Grateful for every awesome teammate!

Just finished folding the mountain of laundry—wait, found a chocolate-stained sock. Home joys, right

Just nailed my first independent Python function to process CSV data! Small win but big step forward in data analysis learning journey. Keeping the momentum up! #PythonLearning #DataSkills，

Just nailed 10 new English phrasal verbs today! Practicing them in real sentences is way more fun than memorizing lists.

Spent the whole afternoon lazing on the balcony, sharing iced lemon tea and making fun of each other’s silly dancing moves. Best lazy day ever with my person

Catch up with my old crew after 2 years—laughter never gets old, and neither does being with the ones who’ve got your back!

[Craving that late-night street vibe Golden crispy fried skewers, drizzled with chili oil u0026 fresh herbs—perfect quick bite for your evening! Who’s grabbing one with me #StreetFoodVibes]

My Level 1 English Proficiency Test result is out! Passed with flying colors, super relieved and excited for the next level!

Graduation check : caps tossed, diplomas in hand, and hearts full for the next chapter. Thank you, class of 2024, for the unforgettable journey!

Just wrapped a quick 2-hour day trip to the nearby lakeside! Clean air, soft breeze, and zero work notifications = perfect recharge. #DayTripVibes，

Build a fort with your little one today—blankets, couch cushions, big smiles all included! #FamilyFunTime

Just had the best time at the latest variety show recording Such fun games and hilarious moments—can’t wait to share the clips! Who else was there #VarietyShowVibes

Chased sunset over the hills, cooked s’mores under stars—this tiny camp weekend fixed everything that felt off lately

Just spent 10 mins helping my intern fix a “missing file”—turns out she saved it to the desktop labeled “MY CAT’S LUNCH” Work chaos = daily comedy gold.