Post by Daniel Romero on X
Daniel Romero@HyperTechInvest
X> Moonshot doesn’t have enough compute
> OpenAI doesn’t have enough compute
> Anthropic doesn’t have enough compute
The market: Let’s liquidate semis, neoclouds, and data center stocks
There are so many attractive valuations right now
This drawdown is retarded

601 likes66 repliesPosted Jul 19, 2026